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 | $87,651 | $153,772-43.0% | $133,980-34.6% | $273,961-68.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.30% | 36.51%-35.2pp | 29.30%-28.0pp | 41.45%-40.2pp |
| Employer contribution / active EE | $38,558 | $6,029+539.6% | $5,211+639.9% | $4,869+692.0% |
| Participant deferral / active EE | $19,800 | $6,958+184.5% | $6,282+215.2% | $5,287+274.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |