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 | $65,829 | $89,355-26.3% | $141,162-53.4% | $72,985-9.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.66% | 111.85%-93.2pp | 71.39%-52.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $2,382 | $3,114-23.5% | $4,735-49.7% | $2,440-2.4% |
| Participant deferral / active EE | $4,299 | $5,418-20.7% | $6,709-35.9% | $3,607+19.2% |
| Admin fee / account holder | $169 | $5,958-97.2% | $10,261-98.4% | $5,124-96.7% |