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 | $75,711 | $80,968-6.5% | $96,544-21.6% | $75,163+0.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 10.06% | 27.06%-17.0pp | 25.84%-15.8pp | 160.62%-150.6pp |
| Employer contribution / active EE | $2,241 | $2,282-1.8% | $2,965-24.4% | $2,670-16.1% |
| Participant deferral / active EE | $4,333 | $3,928+10.3% | $4,851-10.7% | $4,125+5.0% |
| Admin fee / account holder | $4 | $6,724-99.9% | $8,252-100.0% | $5,651-99.9% |