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 | $50,671 | $73,933-31.5% | $96,683-47.6% | $75,163-32.6% |
| Participation rate | 95.6% | 66.4%+29.1pp | 74.3%+21.2pp | 67.2%+28.4pp |
| Annual return | 0.60% | 26.70%-26.1pp | 35.69%-35.1pp | 160.62%-160.0pp |
| Employer contribution / active EE | $13,819 | $2,928+372.0% | $3,737+269.8% | $2,670+417.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $130 | $5,216-97.5% | $6,730-98.1% | $5,651-97.7% |