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 | $112,540 | $140,940-20.2% | $112,229+0.3% | $139,434-19.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.33% | 32.71%-26.4pp | 30.20%-23.9pp | 372.94%-366.6pp |
| Employer contribution / active EE | $2,533 | $4,283-40.9% | $3,430-26.2% | $4,751-46.7% |
| Participant deferral / active EE | $2,827 | $5,874-51.9% | $4,798-41.1% | $6,710-57.9% |
| Admin fee / account holder | $83 | $9,954-99.2% | $7,748-98.9% | $11,403-99.3% |