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 | $34,545 | $77,419-55.4% | $69,455-50.3% | $152,861-77.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 2.82% | 39.06%-36.2pp | 28.97%-26.1pp | 345.32%-342.5pp |
| Employer contribution / active EE | $1,091 | $3,315-67.1% | $2,779-60.8% | $4,762-77.1% |
| Participant deferral / active EE | $2,919 | $4,414-33.9% | $3,535-17.4% | $5,850-50.1% |
| Admin fee / account holder | $168 | $6,207-97.3% | $3,839-95.6% | $11,596-98.6% |