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 | $42,058 | $58,523-28.1% | $99,443-57.7% | $72,985-42.4% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 4.61% | 28.51%-23.9pp | 30.72%-26.1pp | 81.00%-76.4pp |
| Employer contribution / active EE | $3,920 | $1,512+159.3% | $2,540+54.4% | $2,440+60.7% |
| Participant deferral / active EE | $1,716 | $2,606-34.1% | $3,619-52.6% | $3,607-52.4% |
| Admin fee / account holder | $56 | $4,102-98.6% | $6,250-99.1% | $5,124-98.9% |