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 | $107,029 | $135,952-21.3% | $123,892-13.6% | $273,961-60.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.05% | 56.63%-55.6pp | 47.52%-46.5pp | 41.45%-40.4pp |
| Employer contribution / active EE | $9,167 | $5,170+77.3% | $4,617+98.5% | $4,869+88.3% |
| Participant deferral / active EE | $2,770 | $6,343-56.3% | $5,984-53.7% | $5,287-47.6% |
| Admin fee / account holder | $287 | $9,817-97.1% | $8,357-96.6% | $10,132-97.2% |