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 | $78,504 | $94,338-16.8% | $100,534-21.9% | $142,382-44.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 4.04% | 29.20%-25.2pp | 32.66%-28.6pp | 217.08%-213.0pp |
| Employer contribution / active EE | $2,681 | $4,237-36.7% | $4,346-38.3% | $4,299-37.6% |
| Participant deferral / active EE | $3,739 | $5,934-37.0% | $6,144-39.1% | $6,507-42.5% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |