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 | $35,955 | $58,523-38.6% | $99,443-63.8% | $72,985-50.7% |
| Participation rate | 85.3% | 64.6%+20.7pp | 73.8%+11.5pp | 69.5%+15.8pp |
| Annual return | 15.25% | 28.51%-13.3pp | 30.72%-15.5pp | 81.00%-65.7pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,042 | $2,606-21.6% | $3,619-43.6% | $3,607-43.4% |
| Admin fee / account holder | $2 | $4,102-99.9% | $6,250-100.0% | $5,124-100.0% |