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 | $97,330 | $99,341-2.0% | $84,750+14.8% | $273,961-64.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.77% | 22.93%-25.7pp | 22.78%-25.6pp | 41.45%-44.2pp |
| Employer contribution / active EE | $3,528 | $4,214-16.3% | $3,574-1.3% | $4,869-27.5% |
| Participant deferral / active EE | $8,062 | $4,269+88.8% | $3,712+117.2% | $5,287+52.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |