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 | $50,291 | $93,071-46.0% | $74,583-32.6% | $273,961-81.6% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 1.33% | 26.18%-24.8pp | 20.47%-19.1pp | 41.45%-40.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $926 | $4,160-77.7% | $3,458-73.2% | $5,287-82.5% |
| Admin fee / account holder | $38 | $5,272-99.3% | $4,138-99.1% | $10,132-99.6% |