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 | $54,947 | $100,754-45.5% | $86,677-36.6% | $134,475-59.1% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -21.86% | 29.04%-50.9pp | 35.91%-57.8pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,756 | $3,489-49.7% | $2,836-38.1% | $4,740-62.9% |
| Participant deferral / active EE | $4,901 | $5,338-8.2% | $4,656+5.3% | $6,400-23.4% |
| Admin fee / account holder | $71 | $10,926-99.4% | $7,493-99.1% | $11,426-99.4% |