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 | $35,413 | $104,251-66.0% | $91,001-61.1% | $147,584-76.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 2.04% | 27.06%-25.0pp | 4.60%-2.6pp | 578.55%-576.5pp |
| Employer contribution / active EE | $1,875 | $3,116-39.8% | $2,456-23.6% | $4,876-61.5% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,547-100.0% | $5,439-100.0% |
| Admin fee / account holder | $125 | $8,948-98.6% | $5,417-97.7% | $10,885-98.9% |