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 | $108,998 | $167,307-34.9% | $143,757-24.2% | $134,475-18.9% |
| Participation rate | 87.0% | 84.8%+2.1pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -26.07% | 0.46%-26.5pp | -0.04%-26.0pp | 417.96%-444.0pp |
| Employer contribution / active EE | $2,902 | $5,619-48.4% | $4,951-41.4% | $4,740-38.8% |
| Participant deferral / active EE | $7,430 | $6,446+15.3% | $5,637+31.8% | $6,400+16.1% |
| Admin fee / account holder | $51 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |