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 | $48,286 | $65,685-26.5% | $57,179-15.6% | $273,961-82.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.85% | 21.99%-21.1pp | 14.59%-13.7pp | 41.45%-40.6pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,104 | $3,782+35.0% | $3,096+64.8% | $5,287-3.5% |
| Admin fee / account holder | $177 | $4,835-96.3% | $3,139-94.4% | $10,132-98.3% |