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 | $66,664 | $91,190-26.9% | $178,490-62.7% | $79,858-16.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -0.73% | 24.19%-24.9pp | 151.07%-151.8pp | 31.71%-32.4pp |
| Employer contribution / active EE | $3,066 | $3,256-5.8% | $5,011-38.8% | $2,471+24.1% |
| Participant deferral / active EE | $4,451 | $3,236+37.5% | $5,202-14.4% | $3,740+19.0% |
| Admin fee / account holder | $70 | $6,751-99.0% | $13,984-99.5% | $5,306-98.7% |