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 | $19,535 | $45,035-56.6% | $62,995-69.0% | $70,131-72.1% |
| Participation rate | 93.8% | 69.5%+24.2pp | 74.8%+18.9pp | 69.5%+24.2pp |
| Annual return | 6.19% | 18.76%-12.6pp | 87.57%-81.4pp | 73.14%-67.0pp |
| Employer contribution / active EE | $2,622 | $2,051+27.8% | $2,759-5.0% | $2,342+11.9% |
| Participant deferral / active EE | $851 | $2,465-65.5% | $3,329-74.5% | $3,332-74.5% |
| Admin fee / account holder | $98 | $2,834-96.5% | $3,600-97.3% | $4,645-97.9% |