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 | $50,266 | $99,341-49.4% | $84,750-40.7% | $273,961-81.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.47% | 22.93%-22.5pp | 22.78%-22.3pp | 41.45%-41.0pp |
| Employer contribution / active EE | $7,380 | $4,214+75.2% | $3,574+106.5% | $4,869+51.6% |
| Participant deferral / active EE | $16,000 | $4,269+274.8% | $3,712+331.1% | $5,287+202.6% |
| Admin fee / account holder | $20 | $6,644-99.7% | $5,332-99.6% | $10,132-99.8% |