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 | $46,187 | $90,503-49.0% | $78,689-41.3% | $273,961-83.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.64% | 75.60%-75.0pp | 62.18%-61.5pp | 41.45%-40.8pp |
| Employer contribution / active EE | $1,908 | $3,176-39.9% | $2,851-33.1% | $4,869-60.8% |
| Participant deferral / active EE | $8,113 | $3,901+108.0% | $3,517+130.7% | $5,287+53.5% |
| Admin fee / account holder | $60 | $5,263-98.9% | $4,510-98.7% | $10,132-99.4% |