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 | $45,432 | $43,075+5.5% | $74,583-39.1% | $62,891-27.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 4.40% | 17.50%-13.1pp | 20.47%-16.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,566 | $2,389+7.4% | $3,458-25.8% | $3,203-19.9% |
| Admin fee / account holder | $19 | $2,840-99.3% | $4,138-99.5% | $4,296-99.6% |