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 | $36,045 | $96,557-62.7% | $80,975-55.5% | $273,961-86.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.16% | 15.14%-15.0pp | 17.10%-16.9pp | 41.45%-41.3pp |
| Employer contribution / active EE | $1,945 | $4,868-60.1% | $3,714-47.6% | $4,869-60.1% |
| Participant deferral / active EE | $5,475 | $6,598-17.0% | $5,696-3.9% | $5,287+3.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |