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 | $13,890 | $48,076-71.1% | $78,689-82.3% | $62,891-77.9% |
| Participation rate | 96.0% | 65.2%+30.8pp | 73.6%+22.4pp | 69.3%+26.7pp |
| Annual return | 2.65% | 31.35%-28.7pp | 62.18%-59.5pp | 20.14%-17.5pp |
| Employer contribution / active EE | $1,600 | $2,015-20.6% | $2,851-43.9% | $2,281-29.9% |
| Participant deferral / active EE | $1,923 | $2,588-25.7% | $3,517-45.3% | $3,203-40.0% |
| Admin fee / account holder | $200 | $3,207-93.8% | $4,510-95.6% | $4,296-95.3% |