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 | $84,388 | $135,952-37.9% | $123,892-31.9% | $273,961-69.2% |
| Participation rate | 95.8% | 84.1%+11.8pp | 81.4%+14.4pp | 83.0%+12.8pp |
| Annual return | 0.60% | 56.63%-56.0pp | 47.52%-46.9pp | 41.45%-40.9pp |
| Employer contribution / active EE | $13,749 | $5,170+165.9% | $4,617+197.8% | $4,869+182.4% |
| Participant deferral / active EE | $5,073 | $6,343-20.0% | $5,984-15.2% | $5,287-4.0% |
| Admin fee / account holder | $92 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |