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 | $38,858 | $140,588-72.4% | $123,104-68.4% | $125,391-69.0% |
| Participation rate | 71.4% | 88.2%-16.8pp | 86.8%-15.3pp | 83.2%-11.8pp |
| Annual return | -4.44% | 16.80%-21.2pp | 13.22%-17.7pp | 282.22%-286.7pp |
| Employer contribution / active EE | $7,863 | $6,041+30.1% | $5,151+52.6% | $4,866+61.6% |
| Participant deferral / active EE | $4,227 | $6,980-39.4% | $6,230-32.1% | $5,352-21.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |