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 | $53,673 | $104,907-48.8% | $84,611-36.6% | $152,861-64.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 3.62% | 373.79%-370.2pp | 258.74%-255.1pp | 345.32%-341.7pp |
| Employer contribution / active EE | $3,407 | $3,302+3.2% | $2,652+28.5% | $4,762-28.5% |
| Participant deferral / active EE | $3,907 | $4,688-16.7% | $3,899+0.2% | $5,850-33.2% |
| Admin fee / account holder | $20 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |