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 | $41,903 | $104,251-59.8% | $91,001-54.0% | $147,584-71.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 4.18% | 27.06%-22.9pp | 4.60%-0.4pp | 578.55%-574.4pp |
| Employer contribution / active EE | $4,350 | $3,116+39.6% | $2,456+77.1% | $4,876-10.8% |
| Participant deferral / active EE | $4,073 | $4,195-2.9% | $3,547+14.8% | $5,439-25.1% |
| Admin fee / account holder | $110 | $8,948-98.8% | $5,417-98.0% | $10,885-99.0% |