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 | $82,111 | $99,341-17.3% | $84,750-3.1% | $273,961-70.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.03% | 22.93%-24.0pp | 22.78%-23.8pp | 41.45%-42.5pp |
| Employer contribution / active EE | $1,414 | $4,214-66.4% | $3,574-60.4% | $4,869-71.0% |
| Participant deferral / active EE | $2,819 | $4,269-34.0% | $3,712-24.1% | $5,287-46.7% |
| Admin fee / account holder | $3 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |