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 | $76,584 | $88,707-13.7% | $74,183+3.2% | $273,961-72.0% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 1.48% | 11.94%-10.5pp | 17.74%-16.3pp | 41.45%-40.0pp |
| Employer contribution / active EE | $1,680 | $3,159-46.8% | $2,370-29.1% | $4,869-65.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $284 | $8,717-96.7% | $5,586-94.9% | $10,132-97.2% |