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 | $19,584 | $85,202-77.0% | $172,739-88.7% | $72,985-73.2% |
| Participation rate | 94.1% | 70.1%+24.1pp | 82.6%+11.5pp | 69.5%+24.6pp |
| Annual return | 4.49% | 27.32%-22.8pp | 802.84%-798.3pp | 81.00%-76.5pp |
| Employer contribution / active EE | $3,079 | $3,324-7.4% | $5,143-40.1% | $2,440+26.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $130 | $5,884-97.8% | $13,954-99.1% | $5,124-97.5% |