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 | $56,224 | $111,754-49.7% | $103,333-45.6% | $145,922-61.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.43% | 24.77%-23.3pp | 24.88%-23.5pp | 561.29%-559.9pp |
| Employer contribution / active EE | $2,500 | $4,212-40.7% | $3,868-35.4% | $4,660-46.3% |
| Participant deferral / active EE | $1,820 | $5,619-67.6% | $5,057-64.0% | $6,688-72.8% |
| Admin fee / account holder | $236 | $9,750-97.6% | $8,355-97.2% | $13,397-98.2% |