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 | $54,048 | $65,685-17.7% | $57,179-5.5% | $273,961-80.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -3.04% | 21.99%-25.0pp | 14.59%-17.6pp | 41.45%-44.5pp |
| Employer contribution / active EE | $7,979 | $3,279+143.4% | $2,682+197.5% | $4,869+63.9% |
| Participant deferral / active EE | $2,808 | $3,782-25.7% | $3,096-9.3% | $5,287-46.9% |
| Admin fee / account holder | $17 | $4,835-99.6% | $3,139-99.5% | $10,132-99.8% |