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 | $50,503 | $65,685-23.1% | $57,179-11.7% | $273,961-81.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -2.68% | 21.99%-24.7pp | 14.59%-17.3pp | 41.45%-44.1pp |
| Employer contribution / active EE | $5,000 | $3,279+52.5% | $2,682+86.4% | $4,869+2.7% |
| Participant deferral / active EE | $3,125 | $3,782-17.4% | $3,096+0.9% | $5,287-40.9% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |