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 | $89,588 | $104,251-14.1% | $91,001-1.6% | $147,584-39.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 6.34% | 27.06%-20.7pp | 4.60%+1.7pp | 578.55%-572.2pp |
| Employer contribution / active EE | $2,568 | $3,116-17.6% | $2,456+4.6% | $4,876-47.3% |
| Participant deferral / active EE | $2,513 | $4,195-40.1% | $3,547-29.2% | $5,439-53.8% |
| Admin fee / account holder | $126 | $8,948-98.6% | $5,417-97.7% | $10,885-98.8% |