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 | $76,221 | $99,341-23.3% | $84,750-10.1% | $273,961-72.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.84% | 22.93%-23.8pp | 22.78%-23.6pp | 41.45%-42.3pp |
| Employer contribution / active EE | $3,371 | $4,214-20.0% | $3,574-5.7% | $4,869-30.8% |
| Participant deferral / active EE | $3,550 | $4,269-16.8% | $3,712-4.3% | $5,287-32.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |