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 | $26,425 | $49,227-46.3% | $70,449-62.5% | $79,858-66.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.89% | 30.06%-25.2pp | 109.03%-104.1pp | 31.71%-26.8pp |
| Employer contribution / active EE | $2,594 | $2,099+23.6% | $2,737-5.2% | $2,471+5.0% |
| Participant deferral / active EE | $3,177 | $2,768+14.8% | $3,709-14.3% | $3,740-15.1% |
| Admin fee / account holder | $177 | $2,878-93.8% | $3,845-95.4% | $5,306-96.7% |