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 | $47,154 | $181,894-74.1% | $156,549-69.9% | $273,961-82.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.45% | 30.74%-30.3pp | 32.23%-31.8pp | 41.45%-41.0pp |
| Employer contribution / active EE | $1,354 | $6,248-78.3% | $5,501-75.4% | $4,869-72.2% |
| Participant deferral / active EE | $6,700 | $5,550+20.7% | $4,871+37.5% | $5,287+26.7% |
| Admin fee / account holder | $268 | $15,559-98.3% | $13,027-97.9% | $10,132-97.4% |