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 | $36,980 | $111,754-66.9% | $103,333-64.2% | $145,922-74.7% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 4.55% | 24.77%-20.2pp | 24.88%-20.3pp | 561.29%-556.7pp |
| Employer contribution / active EE | $913 | $4,212-78.3% | $3,868-76.4% | $4,660-80.4% |
| Participant deferral / active EE | $2,402 | $5,619-57.2% | $5,057-52.5% | $6,688-64.1% |
| Admin fee / account holder | $233 | $9,750-97.6% | $8,355-97.2% | $13,397-98.3% |