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 4-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 | $74,231 | $135,952-45.4% | $123,892-40.1% | $273,961-72.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.45% | 56.63%-56.2pp | 47.52%-47.1pp | 41.45%-41.0pp |
| Employer contribution / active EE | $6,732 | $5,170+30.2% | $4,617+45.8% | $4,869+38.3% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $68 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |