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 | $32,128 | $181,894-82.3% | $156,549-79.5% | $273,961-88.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.56% | 30.74%-30.2pp | 32.23%-31.7pp | 41.45%-40.9pp |
| Employer contribution / active EE | $1,428 | $6,248-77.1% | $5,501-74.0% | $4,869-70.7% |
| Participant deferral / active EE | $3,885 | $5,550-30.0% | $4,871-20.3% | $5,287-26.5% |
| Admin fee / account holder | $141 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |