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 | $65,550 | $153,772-57.4% | $133,980-51.1% | $273,961-76.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.72% | 36.51%-35.8pp | 29.30%-28.6pp | 41.45%-40.7pp |
| Employer contribution / active EE | $2,873 | $6,029-52.3% | $5,211-44.9% | $4,869-41.0% |
| Participant deferral / active EE | $7,939 | $6,958+14.1% | $6,282+26.4% | $5,287+50.2% |
| Admin fee / account holder | $73 | $11,765-99.4% | $9,324-99.2% | $10,132-99.3% |