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 | $42,881 | $227,553-81.2% | $189,557-77.4% | $167,490-74.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 4.08% | 78.40%-74.3pp | 64.17%-60.1pp | 478.56%-474.5pp |
| Employer contribution / active EE | $4,261 | $5,316-19.9% | $4,412-3.4% | $4,837-11.9% |
| Participant deferral / active EE | $1,668 | $7,002-76.2% | $6,174-73.0% | $6,341-73.7% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |