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 | $105,159 | $153,772-31.6% | $133,980-21.5% | $273,961-61.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.05% | 36.51%-35.5pp | 29.30%-28.2pp | 41.45%-40.4pp |
| Employer contribution / active EE | $17,480 | $6,029+189.9% | $5,211+235.4% | $4,869+259.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $25 | $11,765-99.8% | $9,324-99.7% | $10,132-99.8% |