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 | $36,318 | $81,248-55.3% | $155,509-76.6% | $80,856-55.1% |
| Participation rate | 85.9% | 66.2%+19.7pp | 78.2%+7.7pp | 67.6%+18.3pp |
| Annual return | 6.65% | 33.31%-26.7pp | 64.67%-58.0pp | 35.59%-28.9pp |
| Employer contribution / active EE | $845 | $3,100-72.7% | $4,672-81.9% | $2,755-69.3% |
| Participant deferral / active EE | $2,004 | $3,452-42.0% | $5,626-64.4% | $4,296-53.4% |
| Admin fee / account holder | $169 | $7,997-97.9% | $15,912-98.9% | $6,918-97.6% |