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 | $57,337 | $99,341-42.3% | $84,750-32.3% | $273,961-79.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.57% | 22.93%-22.4pp | 22.78%-22.2pp | 41.45%-40.9pp |
| Employer contribution / active EE | $15,207 | $4,214+260.9% | $3,574+325.5% | $4,869+212.3% |
| Participant deferral / active EE | $19,200 | $4,269+349.7% | $3,712+417.3% | $5,287+263.1% |
| Admin fee / account holder | $160 | $6,644-97.6% | $5,332-97.0% | $10,132-98.4% |