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 | $32,341 | $72,012-55.1% | $185,823-82.6% | $79,858-59.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 10.39% | 23.12%-12.7pp | 35.95%-25.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,611 | $1,965-18.0% | $4,087-60.6% | $2,471-34.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $5,632-100.0% | $3,740-100.0% |
| Admin fee / account holder | $200 | $4,513-95.6% | $9,500-97.9% | $5,306-96.2% |