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 | $78,666 | $228,332-65.5% | $185,823-57.7% | $158,922-50.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.59% | 40.80%-40.2pp | 35.95%-35.4pp | 302.83%-302.2pp |
| Employer contribution / active EE | $3,680 | $4,967-25.9% | $4,087-10.0% | $4,761-22.7% |
| Participant deferral / active EE | $8,034 | $6,415+25.3% | $5,632+42.7% | $5,982+34.3% |
| Admin fee / account holder | $161 | $11,864-98.6% | $9,500-98.3% | $11,246-98.6% |