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 | $45,529 | $140,940-67.7% | $112,229-59.4% | $139,434-67.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -0.36% | 32.71%-33.1pp | 30.20%-30.6pp | 372.94%-373.3pp |
| Employer contribution / active EE | $3,881 | $4,283-9.4% | $3,430+13.1% | $4,751-18.3% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $150 | $9,954-98.5% | $7,748-98.1% | $11,403-98.7% |