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 | $34,083 | $89,355-61.9% | $141,162-75.9% | $72,985-53.3% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 18.28% | 111.85%-93.6pp | 71.39%-53.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $2,343 | $3,114-24.8% | $4,735-50.5% | $2,440-4.0% |
| Participant deferral / active EE | $5,916 | $5,418+9.2% | $6,709-11.8% | $3,607+64.0% |
| Admin fee / account holder | $278 | $5,958-95.3% | $10,261-97.3% | $5,124-94.6% |