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 | $55,931 | $109,327-48.8% | $89,391-37.4% | $158,922-64.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 4.44% | 345.68%-341.2pp | 245.62%-241.2pp | 302.83%-298.4pp |
| Employer contribution / active EE | $2,329 | $3,170-26.5% | $2,586-9.9% | $4,761-51.1% |
| Participant deferral / active EE | $3,885 | $4,598-15.5% | $3,890-0.1% | $5,982-35.1% |
| Admin fee / account holder | $107 | $6,153-98.3% | $4,881-97.8% | $11,246-99.1% |