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 | $54,484 | $112,729-51.7% | $98,716-44.8% | $137,256-60.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.68% | 38.48%-28.8pp | 31.81%-22.1pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,729 | $2,725-36.5% | $2,279-24.1% | $4,156-58.4% |
| Participant deferral / active EE | $1,894 | $4,640-59.2% | $4,048-53.2% | $6,407-70.4% |
| Admin fee / account holder | $192 | $10,129-98.1% | $8,703-97.8% | $12,270-98.4% |