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 | $45,978 | $135,952-66.2% | $123,892-62.9% | $273,961-83.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.71% | 56.63%-55.9pp | 47.52%-46.8pp | 41.45%-40.7pp |
| Employer contribution / active EE | $2,919 | $5,170-43.5% | $4,617-36.8% | $4,869-40.1% |
| Participant deferral / active EE | $4,951 | $6,343-21.9% | $5,984-17.3% | $5,287-6.4% |
| Admin fee / account holder | $33 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |