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 | $43,736 | $102,317-57.3% | $146,958-70.2% | $80,856-45.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.60% | 134.76%-124.2pp | 418.34%-407.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,073 | $3,713-71.1% | $4,933-78.3% | $2,755-61.1% |
| Participant deferral / active EE | $2,651 | $6,644-60.1% | $8,070-67.2% | $4,296-38.3% |
| Admin fee / account holder | $128 | $7,941-98.4% | $12,998-99.0% | $6,918-98.2% |