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 | $69,075 | $39,122+76.6% | $57,179+20.8% | $62,891+9.8% |
| Participation rate | 85.9% | 70.5%+15.4pp | 75.3%+10.6pp | 69.3%+16.6pp |
| Annual return | 0.47% | 9.23%-8.8pp | 14.59%-14.1pp | 20.14%-19.7pp |
| Employer contribution / active EE | $3,382 | $1,874+80.5% | $2,682+26.1% | $2,281+48.3% |
| Participant deferral / active EE | $4,017 | $2,374+69.2% | $3,096+29.7% | $3,203+25.4% |
| Admin fee / account holder | $79 | $2,592-97.0% | $3,139-97.5% | $4,296-98.2% |