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 | $15,507 | $54,762-71.7% | $90,281-82.8% | $72,985-78.8% |
| Participation rate | 98.4% | 65.1%+33.3pp | 73.3%+25.1pp | 69.5%+28.9pp |
| Annual return | 14.17% | 30.63%-16.5pp | 78.10%-63.9pp | 81.00%-66.8pp |
| Employer contribution / active EE | $3,242 | $2,092+54.9% | $2,854+13.6% | $2,440+32.9% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $259 | $3,972-93.5% | $5,351-95.2% | $5,124-95.0% |