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 | $69,599 | $167,307-58.4% | $143,757-51.6% | $134,475-48.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -42.11% | 0.46%-42.6pp | -0.04%-42.1pp | 417.96%-460.1pp |
| Employer contribution / active EE | $2,919 | $5,619-48.1% | $4,951-41.0% | $4,740-38.4% |
| Participant deferral / active EE | $5,867 | $6,446-9.0% | $5,637+4.1% | $6,400-8.3% |
| Admin fee / account holder | $274 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |