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 | $69,420 | $99,341-30.1% | $84,750-18.1% | $273,961-74.7% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 0.71% | 22.93%-22.2pp | 22.78%-22.1pp | 41.45%-40.7pp |
| Employer contribution / active EE | $2,720 | $4,214-35.4% | $3,574-23.9% | $4,869-44.1% |
| Participant deferral / active EE | $9,000 | $4,269+110.8% | $3,712+142.5% | $5,287+70.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |