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 | $69,683 | $133,958-48.0% | $112,228-37.9% | $134,475-48.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.06% | 47.11%-70.2pp | 27.45%-50.5pp | 417.96%-441.0pp |
| Employer contribution / active EE | $11,267 | $4,038+179.0% | $3,635+210.0% | $4,740+137.7% |
| Participant deferral / active EE | $10,718 | $5,291+102.6% | $4,728+126.7% | $6,400+67.5% |
| Admin fee / account holder | $48 | $7,489-99.4% | $6,410-99.2% | $11,426-99.6% |