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 | $29,321 | $54,541-46.2% | $78,778-62.8% | $70,131-58.2% |
| Participation rate | 88.9% | 60.8%+28.1pp | 69.2%+19.7pp | 69.5%+19.3pp |
| Annual return | 8.15% | 21.07%-12.9pp | 35.62%-27.5pp | 73.14%-65.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,978 | $2,210-10.5% | $2,958-33.1% | $3,332-40.6% |
| Admin fee / account holder | $193 | $3,709-94.8% | $5,134-96.2% | $4,645-95.8% |