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 | $54,277 | $105,630-48.6% | $87,507-38.0% | $273,961-80.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -4.97% | 12.25%-17.2pp | 12.21%-17.2pp | 41.45%-46.4pp |
| Employer contribution / active EE | $674 | $3,141-78.6% | $2,550-73.6% | $4,869-86.2% |
| Participant deferral / active EE | $674 | $3,601-81.3% | $3,149-78.6% | $5,287-87.3% |
| Admin fee / account holder | $278 | $4,781-94.2% | $4,221-93.4% | $10,132-97.3% |