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 | $35,214 | $99,341-64.6% | $84,750-58.4% | $273,961-87.1% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 2.09% | 22.93%-20.8pp | 22.78%-20.7pp | 41.45%-39.4pp |
| Employer contribution / active EE | $904 | $4,214-78.5% | $3,574-74.7% | $4,869-81.4% |
| Participant deferral / active EE | $1,133 | $4,269-73.5% | $3,712-69.5% | $5,287-78.6% |
| Admin fee / account holder | $17 | $6,644-99.7% | $5,332-99.7% | $10,132-99.8% |