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 | $29,795 | $93,346-68.1% | $71,796-58.5% | $273,961-89.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.81% | 130.39%-129.6pp | 78.04%-77.2pp | 41.45%-40.6pp |
| Employer contribution / active EE | $5,347 | $2,733+95.6% | $1,924+177.8% | $4,869+9.8% |
| Participant deferral / active EE | $4,066 | $3,475+17.0% | $2,794+45.5% | $5,287-23.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |