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 | $45,234 | $127,386-64.5% | $115,037-60.7% | $125,391-63.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.49% | 31.28%-34.8pp | 26.14%-29.6pp | 282.22%-285.7pp |
| Employer contribution / active EE | $5,014 | $5,166-2.9% | $4,608+8.8% | $4,866+3.0% |
| Participant deferral / active EE | $5,373 | $6,423-16.3% | $6,026-10.8% | $5,352+0.4% |
| Admin fee / account holder | $53 | $9,516-99.4% | $8,175-99.4% | $9,540-99.4% |