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 | $53,676 | $105,931-49.3% | $81,930-34.5% | $158,922-66.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 3.09% | 38.17%-35.1pp | 29.49%-26.4pp | 302.83%-299.7pp |
| Employer contribution / active EE | $1,398 | $7,800-82.1% | $4,310-67.6% | $4,761-70.6% |
| Participant deferral / active EE | $2,316 | $13,003-82.2% | $7,107-67.4% | $5,982-61.3% |
| Admin fee / account holder | $104 | $8,489-98.8% | $5,158-98.0% | $11,246-99.1% |