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 | $54,945 | $93,346-41.1% | $71,796-23.5% | $273,961-79.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.09% | 130.39%-130.3pp | 78.04%-77.9pp | 41.45%-41.4pp |
| Employer contribution / active EE | $4,920 | $2,733+80.0% | $1,924+155.7% | $4,869+1.1% |
| Participant deferral / active EE | $7,200 | $3,475+107.2% | $2,794+157.7% | $5,287+36.2% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |