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 | $89,405 | $99,341-10.0% | $84,750+5.5% | $273,961-67.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.08% | 22.93%-22.8pp | 22.78%-22.7pp | 41.45%-41.4pp |
| Employer contribution / active EE | $1,311 | $4,214-68.9% | $3,574-63.3% | $4,869-73.1% |
| Participant deferral / active EE | $5,331 | $4,269+24.9% | $3,712+43.6% | $5,287+0.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |