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 | $38,735 | $73,981-47.6% | $105,722-63.4% | $62,891-38.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | -3.06% | 17.60%-20.7pp | 12.25%-15.3pp | 20.14%-23.2pp |
| Employer contribution / active EE | $5,161 | $2,856+80.7% | $4,079+26.5% | $2,281+126.3% |
| Participant deferral / active EE | $6,848 | $4,038+69.6% | $5,326+28.6% | $3,203+113.8% |
| Admin fee / account holder | $212 | $5,976-96.4% | $8,308-97.4% | $4,296-95.1% |