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 | $11,965 | $39,122-69.4% | $57,179-79.1% | $62,891-81.0% |
| Participation rate | 72.2% | 70.5%+1.7pp | 75.3%-3.1pp | 69.3%+2.9pp |
| Annual return | -2.40% | 9.23%-11.6pp | 14.59%-17.0pp | 20.14%-22.5pp |
| Employer contribution / active EE | $1,608 | $1,874-14.2% | $2,682-40.1% | $2,281-29.5% |
| Participant deferral / active EE | $1,834 | $2,374-22.7% | $3,096-40.8% | $3,203-42.7% |
| Admin fee / account holder | $37 | $2,592-98.6% | $3,139-98.8% | $4,296-99.1% |