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 | $25,405 | $65,685-61.3% | $57,179-55.6% | $273,961-90.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.66% | 21.99%-21.3pp | 14.59%-13.9pp | 41.45%-40.8pp |
| Employer contribution / active EE | $2,315 | $3,279-29.4% | $2,682-13.7% | $4,869-52.4% |
| Participant deferral / active EE | $8,007 | $3,782+111.7% | $3,096+158.6% | $5,287+51.4% |
| Admin fee / account holder | $4 | $4,835-99.9% | $3,139-99.9% | $10,132-100.0% |