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 | $54,985 | $215,361-74.5% | $171,082-67.9% | $273,961-79.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.01% | 25.14%-25.1pp | 32.56%-32.5pp | 41.45%-41.4pp |
| Employer contribution / active EE | $1,628 | $4,967-67.2% | $4,002-59.3% | $4,869-66.6% |
| Participant deferral / active EE | $9,657 | $5,543+74.2% | $4,797+101.3% | $5,287+82.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |