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 | $30,917 | $72,277-57.2% | $101,248-69.5% | $79,858-61.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 1.42% | 22.30%-20.9pp | 46.47%-45.1pp | 31.71%-30.3pp |
| Employer contribution / active EE | $5,665 | $2,692+110.5% | $3,660+54.8% | $2,471+129.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $280 | $4,400-93.6% | $5,945-95.3% | $5,306-94.7% |