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 | $30,609 | $48,364-36.7% | $71,796-57.4% | $62,891-51.3% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 2.33% | 13.16%-10.8pp | 78.04%-75.7pp | 20.14%-17.8pp |
| Employer contribution / active EE | $1,877 | $1,042+80.2% | $1,924-2.5% | $2,281-17.7% |
| Participant deferral / active EE | $2,048 | $2,091-2.0% | $2,794-26.7% | $3,203-36.0% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |