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 | $30,754 | $93,170-67.0% | $100,534-69.4% | $84,808-63.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 13.28% | 47.13%-33.9pp | 32.66%-19.4pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,397 | $3,985-39.8% | $4,346-44.8% | $2,631-8.9% |
| Participant deferral / active EE | $2,530 | $5,699-55.6% | $6,144-58.8% | $4,212-39.9% |
| Admin fee / account holder | $63 | $7,382-99.1% | $7,654-99.2% | $7,344-99.1% |