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 | $40,194 | $53,127-24.3% | $86,590-53.6% | $70,131-42.7% |
| Participation rate | 96.0% | 65.3%+30.7pp | 73.5%+22.5pp | 69.5%+26.5pp |
| Annual return | 6.74% | 27.66%-20.9pp | 964.84%-958.1pp | 73.14%-66.4pp |
| Employer contribution / active EE | $480 | $2,068-76.8% | $2,839-83.1% | $2,342-79.5% |
| Participant deferral / active EE | $2,545 | $2,696-5.6% | $3,609-29.5% | $3,332-23.6% |
| Admin fee / account holder | $185 | $3,585-94.8% | $4,906-96.2% | $4,645-96.0% |