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 | $18,977 | $77,899-75.6% | $149,673-87.3% | $75,163-74.8% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 12.56% | 31.72%-19.2pp | 134.42%-121.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $1,440 | $3,137-54.1% | $4,818-70.1% | $2,670-46.1% |
| Participant deferral / active EE | $1,689 | $3,411-50.5% | $5,680-70.3% | $4,125-59.1% |
| Admin fee / account holder | $181 | $5,956-97.0% | $13,210-98.6% | $5,651-96.8% |