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 | $65,334 | $88,707-26.3% | $74,183-11.9% | $273,961-76.2% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 2.07% | 11.94%-9.9pp | 17.74%-15.7pp | 41.45%-39.4pp |
| Employer contribution / active EE | $6,488 | $3,159+105.4% | $2,370+173.8% | $4,869+33.3% |
| Participant deferral / active EE | $12,944 | $4,212+207.3% | $3,550+264.7% | $5,287+144.8% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |