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 | $29,261 | $56,897-48.6% | $84,750-65.5% | $62,891-53.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -0.66% | 6.30%-7.0pp | 22.78%-23.4pp | 20.14%-20.8pp |
| Employer contribution / active EE | $829 | $2,400-65.5% | $3,574-76.8% | $2,281-63.7% |
| Participant deferral / active EE | $1,410 | $2,709-48.0% | $3,712-62.0% | $3,203-56.0% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |