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 | $59,404 | $65,041-8.7% | $90,951-34.7% | $79,858-25.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 9.27% | 30.45%-21.2pp | 134.60%-125.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $4,414 | $1,247+253.9% | $2,122+108.0% | $2,471+78.6% |
| Participant deferral / active EE | $4,291 | $2,512+70.8% | $3,373+27.2% | $3,740+14.7% |
| Admin fee / account holder | $89 | $4,536-98.0% | $5,959-98.5% | $5,306-98.3% |