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 | $58,622 | $123,793-52.6% | $177,821-67.0% | $79,858-26.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.80% | 22.82%-12.0pp | 48.32%-37.5pp | 31.71%-20.9pp |
| Employer contribution / active EE | $2,697 | $4,095-34.1% | $5,918-54.4% | $2,471+9.2% |
| Participant deferral / active EE | $2,912 | $5,956-51.1% | $7,714-62.3% | $3,740-22.1% |
| Admin fee / account holder | $165 | $7,243-97.7% | $12,427-98.7% | $5,306-96.9% |