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 | $105,381 | $131,829-20.1% | $108,579-2.9% | $273,961-61.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.42% | -91.57%+93.0pp | -51.70%+53.1pp | 41.45%-40.0pp |
| Employer contribution / active EE | $1,333 | $4,912-72.9% | $3,758-64.5% | $4,869-72.6% |
| Participant deferral / active EE | $5,373 | $5,127+4.8% | $4,311+24.6% | $5,287+1.6% |
| Admin fee / account holder | $70 | $10,252-99.3% | $7,645-99.1% | $10,132-99.3% |