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 | $67,461 | $72,277-6.7% | $101,248-33.4% | $79,858-15.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 4.10% | 22.30%-18.2pp | 46.47%-42.4pp | 31.71%-27.6pp |
| Employer contribution / active EE | $3,454 | $2,692+28.3% | $3,660-5.6% | $2,471+39.8% |
| Participant deferral / active EE | $5,745 | $3,282+75.1% | $4,370+31.5% | $3,740+53.6% |
| Admin fee / account holder | $241 | $4,400-94.5% | $5,945-95.9% | $5,306-95.5% |