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 | $48,720 | $90,503-46.2% | $78,689-38.1% | $273,961-82.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.70% | 75.60%-77.3pp | 62.18%-63.9pp | 41.45%-43.1pp |
| Employer contribution / active EE | $8,618 | $3,176+171.4% | $2,851+202.3% | $4,869+77.0% |
| Participant deferral / active EE | $3,367 | $3,901-13.7% | $3,517-4.3% | $5,287-36.3% |
| Admin fee / account holder | $9 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |