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 | $66,012 | $67,606-2.4% | $82,313-19.8% | $70,131-5.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.62% | 21.57%-10.9pp | 25.88%-15.3pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,233 | $1,755-29.7% | $2,428-49.2% | $2,342-47.4% |
| Participant deferral / active EE | $3,697 | $2,987+23.8% | $3,706-0.3% | $3,332+11.0% |
| Admin fee / account holder | $126 | $4,512-97.2% | $5,608-97.8% | $4,645-97.3% |