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 | $30,000 | $49,227-39.1% | $70,449-57.4% | $79,858-62.4% |
| Participation rate | 96.7% | 69.2%+27.5pp | 75.1%+21.6pp | 69.6%+27.0pp |
| Annual return | 3.09% | 30.06%-27.0pp | 109.03%-105.9pp | 31.71%-28.6pp |
| Employer contribution / active EE | $3,022 | $2,099+44.0% | $2,737+10.4% | $2,471+22.3% |
| Participant deferral / active EE | $2,121 | $2,768-23.3% | $3,709-42.8% | $3,740-43.3% |
| Admin fee / account holder | $96 | $2,878-96.7% | $3,845-97.5% | $5,306-98.2% |