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 | $66,480 | $113,339-41.3% | $94,993-30.0% | $147,584-55.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 4.54% | 20.77%-16.2pp | 27.12%-22.6pp | 578.55%-574.0pp |
| Employer contribution / active EE | $11,750 | $3,160+271.8% | $2,603+351.3% | $4,876+141.0% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $30 | $6,063-99.5% | $4,960-99.4% | $10,885-99.7% |