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 | $63,663 | $96,557-34.1% | $80,975-21.4% | $273,961-76.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.86% | 15.14%-13.3pp | 17.10%-15.2pp | 41.45%-39.6pp |
| Employer contribution / active EE | $4,158 | $4,868-14.6% | $3,714+11.9% | $4,869-14.6% |
| Participant deferral / active EE | $6,576 | $6,598-0.3% | $5,696+15.4% | $5,287+24.4% |
| Admin fee / account holder | $121 | $7,492-98.4% | $5,516-97.8% | $10,132-98.8% |