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 | $73,362 | $142,405-48.5% | $115,157-36.3% | $152,861-52.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 1.44% | 41.48%-40.0pp | 35.60%-34.2pp | 345.32%-343.9pp |
| Employer contribution / active EE | $1,909 | $4,010-52.4% | $3,179-40.0% | $4,762-59.9% |
| Participant deferral / active EE | $6,833 | $5,164+32.3% | $4,168+63.9% | $5,850+16.8% |
| Admin fee / account holder | $249 | $8,462-97.1% | $7,088-96.5% | $11,596-97.9% |