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 | $136,430 | $97,744+39.6% | $103,476+31.8% | $145,922-6.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 2.05% | 25.41%-23.4pp | 23.90%-21.9pp | 561.29%-559.2pp |
| Employer contribution / active EE | $3,277 | $4,677-29.9% | $4,672-29.9% | $4,660-29.7% |
| Participant deferral / active EE | $2,150 | $6,603-67.4% | $6,623-67.5% | $6,688-67.9% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,413-100.0% | $13,397-100.0% |