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 | $69,109 | $109,359-36.8% | $162,163-57.4% | $72,985-5.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 2.10% | 25.46%-23.4pp | 115.59%-113.5pp | 81.00%-78.9pp |
| Employer contribution / active EE | $5,263 | $3,907+34.7% | $5,614-6.2% | $2,440+115.7% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $216 | $7,972-97.3% | $10,843-98.0% | $5,124-95.8% |