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 | $77,698 | $69,977+11.0% | $108,579-28.4% | $62,891+23.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 4.76% | 10.73%-6.0pp | -51.70%+56.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $4,148 | $2,135+94.3% | $3,758+10.4% | $2,281+81.9% |
| Participant deferral / active EE | $4,359 | $3,165+37.7% | $4,311+1.1% | $3,203+36.1% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |