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 3-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 | $21,011 | $80,717-74.0% | $154,803-86.4% | $84,808-75.2% |
| Participation rate | 97.9% | 66.8%+31.1pp | 78.1%+19.8pp | 68.3%+29.6pp |
| Annual return | 2.09% | 37.96%-35.9pp | 58.88%-56.8pp | 40.90%-38.8pp |
| Employer contribution / active EE | $1,979 | $2,761-28.3% | $4,305-54.0% | $2,631-24.8% |
| Participant deferral / active EE | $3,182 | $3,303-3.7% | $5,540-42.6% | $4,212-24.5% |
| Admin fee / account holder | $32 | $6,746-99.5% | $14,329-99.8% | $7,344-99.6% |