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 | $64,677 | $90,503-28.5% | $78,689-17.8% | $273,961-76.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.01% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.4pp |
| Employer contribution / active EE | $2,080 | $3,176-34.5% | $2,851-27.0% | $4,869-57.3% |
| Participant deferral / active EE | $7,150 | $3,901+83.3% | $3,517+103.3% | $5,287+35.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |