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 | $43,371 | $90,503-52.1% | $78,689-44.9% | $273,961-84.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.36% | 75.60%-74.2pp | 62.18%-60.8pp | 41.45%-40.1pp |
| Employer contribution / active EE | $2,798 | $3,176-11.9% | $2,851-1.9% | $4,869-42.5% |
| Participant deferral / active EE | $9,825 | $3,901+151.8% | $3,517+179.4% | $5,287+85.8% |
| Admin fee / account holder | $23 | $5,263-99.6% | $4,510-99.5% | $10,132-99.8% |