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 | $43,750 | $157,256-72.2% | $141,162-69.0% | $152,861-71.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.32% | 64.32%-60.0pp | 71.39%-67.1pp | 345.32%-341.0pp |
| Employer contribution / active EE | $2,441 | $5,261-53.6% | $4,735-48.5% | $4,762-48.7% |
| Participant deferral / active EE | $3,178 | $7,109-55.3% | $6,709-52.6% | $5,850-45.7% |
| Admin fee / account holder | $134 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |