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 | $40,637 | $99,341-59.1% | $84,750-52.1% | $273,961-85.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.66% | 22.93%-22.3pp | 22.78%-22.1pp | 41.45%-40.8pp |
| Employer contribution / active EE | $1,784 | $4,214-57.7% | $3,574-50.1% | $4,869-63.4% |
| Participant deferral / active EE | $6,000 | $4,269+40.5% | $3,712+61.7% | $5,287+13.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |