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 | $144,733 | $181,894-20.4% | $156,549-7.5% | $273,961-47.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.60% | 30.74%-29.1pp | 32.23%-30.6pp | 41.45%-39.9pp |
| Employer contribution / active EE | $10,905 | $6,248+74.5% | $5,501+98.2% | $4,869+124.0% |
| Participant deferral / active EE | $6,065 | $5,550+9.3% | $4,871+24.5% | $5,287+14.7% |
| Admin fee / account holder | $251 | $15,559-98.4% | $13,027-98.1% | $10,132-97.5% |