See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,838 | $98,240-70.6% | $82,313-65.0% | $147,584-80.5% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 3.96% | 30.85%-26.9pp | 25.88%-21.9pp | 578.55%-574.6pp |
| Employer contribution / active EE | $1,721 | $3,192-46.1% | $2,428-29.1% | $4,876-64.7% |
| Participant deferral / active EE | $3,011 | $4,383-31.3% | $3,706-18.8% | $5,439-44.6% |
| Admin fee / account holder | $122 | $8,563-98.6% | $5,608-97.8% | $10,885-98.9% |