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 | $69,268 | $90,503-23.5% | $78,689-12.0% | $273,961-74.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.69% | 75.60%-73.9pp | 62.18%-60.5pp | 41.45%-39.8pp |
| Employer contribution / active EE | $2,053 | $3,176-35.4% | $2,851-28.0% | $4,869-57.8% |
| Participant deferral / active EE | $3,460 | $3,901-11.3% | $3,517-1.6% | $5,287-34.6% |
| Admin fee / account holder | $289 | $5,263-94.5% | $4,510-93.6% | $10,132-97.1% |