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 | $149,554 | $90,503+65.2% | $78,689+90.1% | $273,961-45.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.23% | 75.60%-75.4pp | 62.18%-61.9pp | 41.45%-41.2pp |
| Employer contribution / active EE | $3,453 | $3,176+8.7% | $2,851+21.1% | $4,869-29.1% |
| Participant deferral / active EE | $9,125 | $3,901+133.9% | $3,517+159.5% | $5,287+72.6% |
| Admin fee / account holder | $243 | $5,263-95.4% | $4,510-94.6% | $10,132-97.6% |