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 | $58,063 | $106,515-45.5% | $96,683-39.9% | $139,434-58.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.62% | 38.43%-27.8pp | 35.69%-25.1pp | 372.94%-362.3pp |
| Employer contribution / active EE | $2,857 | $4,103-30.4% | $3,737-23.5% | $4,751-39.9% |
| Participant deferral / active EE | $2,080 | $5,454-61.9% | $4,878-57.4% | $6,710-69.0% |
| Admin fee / account holder | $226 | $7,877-97.1% | $6,730-96.6% | $11,403-98.0% |