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 | $42,201 | $65,041-35.1% | $90,951-53.6% | $79,858-47.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 7.34% | 30.45%-23.1pp | 134.60%-127.3pp | 31.71%-24.4pp |
| Employer contribution / active EE | $6,079 | $1,247+387.4% | $2,122+186.5% | $2,471+146.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $32 | $4,536-99.3% | $5,959-99.5% | $5,306-99.4% |