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 | $26,605 | $99,341-73.2% | $84,750-68.6% | $273,961-90.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.90% | 22.93%-23.8pp | 22.78%-23.7pp | 41.45%-42.4pp |
| Employer contribution / active EE | $2,272 | $4,214-46.1% | $3,574-36.4% | $4,869-53.3% |
| Participant deferral / active EE | $5,425 | $4,269+27.1% | $3,712+46.2% | $5,287+2.6% |
| Admin fee / account holder | $141 | $6,644-97.9% | $5,332-97.4% | $10,132-98.6% |