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 | $34,675 | $60,349-42.5% | $74,183-53.3% | $62,891-44.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.17% | 21.37%-19.2pp | 17.74%-15.6pp | 20.14%-18.0pp |
| Employer contribution / active EE | $2,067 | $1,680+23.0% | $2,370-12.8% | $2,281-9.4% |
| Participant deferral / active EE | $3,448 | $2,856+20.7% | $3,550-2.9% | $3,203+7.7% |
| Admin fee / account holder | $38 | $4,261-99.1% | $5,586-99.3% | $4,296-99.1% |