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 3-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 | $47,487 | $124,425-61.8% | $112,040-57.6% | $137,256-65.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 0.35% | 24.72%-24.4pp | 24.52%-24.2pp | 220.34%-220.0pp |
| Employer contribution / active EE | $3,648 | $3,411+6.9% | $2,954+23.5% | $4,156-12.2% |
| Participant deferral / active EE | $6,080 | $5,718+6.3% | $5,098+19.3% | $6,407-5.1% |
| Admin fee / account holder | $106 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |