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 | $77,186 | $90,503-14.7% | $78,689-1.9% | $273,961-71.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.76% | 75.60%-73.8pp | 62.18%-60.4pp | 41.45%-39.7pp |
| Employer contribution / active EE | $1,201 | $3,176-62.2% | $2,851-57.9% | $4,869-75.3% |
| Participant deferral / active EE | $7,240 | $3,901+85.6% | $3,517+105.9% | $5,287+36.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |