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 | $45,803 | $67,823-32.5% | $52,425-12.6% | $137,256-66.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 6.12% | 219.11%-213.0pp | 302.12%-296.0pp | 220.34%-214.2pp |
| Employer contribution / active EE | $1,606 | $1,163+38.1% | $914+75.6% | $4,156-61.4% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $261 | $2,844-90.8% | $2,495-89.5% | $12,270-97.9% |