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 | $60,304 | $105,859-43.0% | $90,160-33.1% | $147,584-59.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.24% | 37.63%-30.4pp | 34.88%-27.6pp | 578.55%-571.3pp |
| Employer contribution / active EE | $1,380 | $4,126-66.6% | $3,318-58.4% | $4,876-71.7% |
| Participant deferral / active EE | $5,368 | $5,733-6.4% | $5,288+1.5% | $5,439-1.3% |
| Admin fee / account holder | $23 | $8,046-99.7% | $5,943-99.6% | $10,885-99.8% |