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 | $61,530 | $105,859-41.9% | $90,160-31.8% | $147,584-58.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 8.08% | 37.63%-29.5pp | 34.88%-26.8pp | 578.55%-570.5pp |
| Employer contribution / active EE | $3,017 | $4,126-26.9% | $3,318-9.1% | $4,876-38.1% |
| Participant deferral / active EE | $4,145 | $5,733-27.7% | $5,288-21.6% | $5,439-23.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |