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 | $38,064 | $46,869-18.8% | $122,332-68.9% | $70,131-45.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 9.11% | 24.22%-15.1pp | 30.27%-21.2pp | 73.14%-64.0pp |
| Employer contribution / active EE | $1,626 | $1,288+26.2% | $4,050-59.9% | $2,342-30.6% |
| Participant deferral / active EE | $1,626 | $2,166-25.0% | $3,287-50.5% | $3,332-51.2% |
| Admin fee / account holder | $108 | $3,322-96.7% | $5,478-98.0% | $4,645-97.7% |