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 | $83,235 | $65,365+27.3% | $92,893-10.4% | $72,985+14.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 0.01% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,630 | $2,594-37.2% | $3,653-55.4% | $2,440-33.2% |
| Participant deferral / active EE | $4,664 | $3,128+49.1% | $4,236+10.1% | $3,607+29.3% |
| Admin fee / account holder | $274 | $4,251-93.6% | $5,794-95.3% | $5,124-94.7% |