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 | $43,895 | $56,110-21.8% | $94,993-53.8% | $70,131-37.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 10.50% | 51.02%-40.5pp | 27.12%-16.6pp | 73.14%-62.6pp |
| Employer contribution / active EE | $4,917 | $1,442+240.9% | $2,603+88.9% | $2,342+109.9% |
| Participant deferral / active EE | $1,890 | $2,391-21.0% | $3,317-43.0% | $3,332-43.3% |
| Admin fee / account holder | $170 | $3,456-95.1% | $4,960-96.6% | $4,645-96.3% |