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 | $40,395 | $152,460-73.5% | $118,746-66.0% | $147,584-72.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 1.07% | 17.41%-16.3pp | 24.54%-23.5pp | 578.55%-577.5pp |
| Employer contribution / active EE | $4,401 | $5,046-12.8% | $4,193+5.0% | $4,876-9.7% |
| Participant deferral / active EE | $3,744 | $6,212-39.7% | $5,332-29.8% | $5,439-31.2% |
| Admin fee / account holder | $33 | $16,953-99.8% | $10,720-99.7% | $10,885-99.7% |