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 | $33,290 | $45,073-26.1% | $69,455-52.1% | $72,985-54.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.53% | 22.65%-17.1pp | 28.97%-23.4pp | 81.00%-75.5pp |
| Employer contribution / active EE | $1,332 | $2,054-35.2% | $2,779-52.1% | $2,440-45.4% |
| Participant deferral / active EE | $2,094 | $2,602-19.5% | $3,535-40.8% | $3,607-42.0% |
| Admin fee / account holder | $160 | $3,056-94.8% | $3,839-95.8% | $5,124-96.9% |