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 | $28,002 | $45,073-37.9% | $69,455-59.7% | $72,985-61.6% |
| Participation rate | 90.0% | 68.5%+21.5pp | 74.6%+15.4pp | 69.5%+20.5pp |
| Annual return | 5.13% | 22.65%-17.5pp | 28.97%-23.8pp | 81.00%-75.9pp |
| Employer contribution / active EE | $2,423 | $2,054+18.0% | $2,779-12.8% | $2,440-0.7% |
| Participant deferral / active EE | $1,604 | $2,602-38.3% | $3,535-54.6% | $3,607-55.5% |
| Admin fee / account holder | $131 | $3,056-95.7% | $3,839-96.6% | $5,124-97.4% |