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 9-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 | $62,568 | $136,307-54.1% | $106,619-41.3% | $273,961-77.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -0.18% | 11.05%-11.2pp | 9.42%-9.6pp | 41.45%-41.6pp |
| Employer contribution / active EE | $10,908 | $5,190+110.2% | $3,947+176.4% | $4,869+124.0% |
| Participant deferral / active EE | $7,195 | $4,969+44.8% | $3,930+83.1% | $5,287+36.1% |
| Admin fee / account holder | $248 | $8,625-97.1% | $6,418-96.1% | $10,132-97.6% |