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 | $35,039 | $140,588-75.1% | $123,104-71.5% | $125,391-72.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -11.27% | 16.80%-28.1pp | 13.22%-24.5pp | 282.22%-293.5pp |
| Employer contribution / active EE | $2,601 | $6,041-56.9% | $5,151-49.5% | $4,866-46.5% |
| Participant deferral / active EE | $5,143 | $6,980-26.3% | $6,230-17.4% | $5,352-3.9% |
| Admin fee / account holder | $51 | $11,198-99.5% | $9,015-99.4% | $9,540-99.5% |