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 | $64,202 | $65,685-2.3% | $57,179+12.3% | $273,961-76.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.01% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $17,968 | $3,279+448.1% | $2,682+569.9% | $4,869+269.1% |
| Participant deferral / active EE | $9,600 | $3,782+153.9% | $3,096+210.1% | $5,287+81.6% |
| Admin fee / account holder | $122 | $4,835-97.5% | $3,139-96.1% | $10,132-98.8% |