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 | $48,271 | $136,307-64.6% | $106,619-54.7% | $273,961-82.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 0.78% | 11.05%-10.3pp | 9.42%-8.6pp | 41.45%-40.7pp |
| Employer contribution / active EE | $1,813 | $5,190-65.1% | $3,947-54.1% | $4,869-62.8% |
| Participant deferral / active EE | $1,898 | $4,969-61.8% | $3,930-51.7% | $5,287-64.1% |
| Admin fee / account holder | $142 | $8,625-98.3% | $6,418-97.8% | $10,132-98.6% |