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 | $36,892 | $90,503-59.2% | $78,689-53.1% | $273,961-86.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.58% | 75.60%-75.0pp | 62.18%-61.6pp | 41.45%-40.9pp |
| Employer contribution / active EE | $1,172 | $3,176-63.1% | $2,851-58.9% | $4,869-75.9% |
| Participant deferral / active EE | $1,890 | $3,901-51.6% | $3,517-46.3% | $5,287-64.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |