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 | $45,332 | $71,829-36.9% | $69,780-35.0% | $142,382-68.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 12.20% | 31.01%-18.8pp | 26.31%-14.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,843 | $4,385-35.2% | $4,168-31.8% | $4,299-33.9% |
| Participant deferral / active EE | $5,233 | $6,819-23.3% | $6,164-15.1% | $6,507-19.6% |
| Admin fee / account holder | $222 | $7,818-97.2% | $7,285-97.0% | $12,624-98.2% |