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 | $75,910 | $181,894-58.3% | $156,549-51.5% | $273,961-72.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 1.27% | 30.74%-29.5pp | 32.23%-31.0pp | 41.45%-40.2pp |
| Employer contribution / active EE | $4,288 | $6,248-31.4% | $5,501-22.0% | $4,869-11.9% |
| Participant deferral / active EE | $8,235 | $5,550+48.4% | $4,871+69.1% | $5,287+55.8% |
| Admin fee / account holder | -$60 | $15,559-100.4% | $13,027-100.5% | $10,132-100.6% |