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 | $18,366 | $45,035-59.2% | $62,995-70.8% | $70,131-73.8% |
| Participation rate | 97.9% | 69.5%+28.4pp | 74.8%+23.1pp | 69.5%+28.4pp |
| Annual return | 10.15% | 18.76%-8.6pp | 87.57%-77.4pp | 73.14%-63.0pp |
| Employer contribution / active EE | $608 | $2,051-70.4% | $2,759-78.0% | $2,342-74.1% |
| Participant deferral / active EE | $935 | $2,465-62.1% | $3,329-71.9% | $3,332-71.9% |
| Admin fee / account holder | $155 | $2,834-94.5% | $3,600-95.7% | $4,645-96.7% |