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 | $65,296 | $135,952-52.0% | $123,892-47.3% | $273,961-76.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.64% | 56.63%-56.0pp | 47.52%-46.9pp | 41.45%-40.8pp |
| Employer contribution / active EE | $5,178 | $5,170+0.2% | $4,617+12.2% | $4,869+6.4% |
| Participant deferral / active EE | $2,960 | $6,343-53.3% | $5,984-50.5% | $5,287-44.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |