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 | $73,746 | $98,240-24.9% | $82,313-10.4% | $147,584-50.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.97% | 30.85%-22.9pp | 25.88%-17.9pp | 578.55%-570.6pp |
| Employer contribution / active EE | $1,095 | $3,192-65.7% | $2,428-54.9% | $4,876-77.5% |
| Participant deferral / active EE | $4,432 | $4,383+1.1% | $3,706+19.6% | $5,439-18.5% |
| Admin fee / account holder | $75 | $8,563-99.1% | $5,608-98.7% | $10,885-99.3% |