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 | $126,200 | $99,341+27.0% | $84,750+48.9% | $273,961-53.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -3.92% | 22.93%-26.8pp | 22.78%-26.7pp | 41.45%-45.4pp |
| Employer contribution / active EE | $15,580 | $4,214+269.7% | $3,574+335.9% | $4,869+220.0% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $260 | $6,644-96.1% | $5,332-95.1% | $10,132-97.4% |