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 | $109,945 | $132,239-16.9% | $105,722+4.0% | $273,961-59.9% |
| Participation rate | 90.9% | 83.2%+7.7pp | 78.9%+12.0pp | 83.0%+7.9pp |
| Annual return | -4.77% | 10.07%-14.8pp | 12.25%-17.0pp | 41.45%-46.2pp |
| Employer contribution / active EE | $4,976 | $4,867+2.3% | $4,079+22.0% | $4,869+2.2% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22 | $12,032-99.8% | $8,308-99.7% | $10,132-99.8% |