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 | $56,363 | $92,798-39.3% | $96,707-41.7% | $137,256-58.9% |
| Participation rate | 85.7% | 81.6%+4.1pp | 80.4%+5.4pp | 80.0%+5.8pp |
| Annual return | 3.02% | 31.24%-28.2pp | 34.78%-31.8pp | 220.34%-217.3pp |
| Employer contribution / active EE | $2,293 | $4,147-44.7% | $4,191-45.3% | $4,156-44.8% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $111 | $7,946-98.6% | $7,503-98.5% | $12,270-99.1% |