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 | $87,258 | $99,341-12.2% | $84,750+3.0% | $273,961-68.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.33% | 22.93%-23.3pp | 22.78%-23.1pp | 41.45%-41.8pp |
| Employer contribution / active EE | $2,013 | $4,214-52.2% | $3,574-43.7% | $4,869-58.6% |
| Participant deferral / active EE | $12,833 | $4,269+200.6% | $3,712+245.8% | $5,287+142.7% |
| Admin fee / account holder | $120 | $6,644-98.2% | $5,332-97.7% | $10,132-98.8% |