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 | $86,766 | $149,734-42.1% | $118,925-27.0% | $158,922-45.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.21% | 19.95%-15.7pp | 35.88%-31.7pp | 302.83%-298.6pp |
| Employer contribution / active EE | $2,114 | $4,115-48.6% | $3,263-35.2% | $4,761-55.6% |
| Participant deferral / active EE | $8,201 | $5,223+57.0% | $4,265+92.3% | $5,982+37.1% |
| Admin fee / account holder | $32 | $8,603-99.6% | $6,581-99.5% | $11,246-99.7% |