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 | $33,019 | $140,588-76.5% | $123,104-73.2% | $125,391-73.7% |
| Participation rate | 85.7% | 88.2%-2.5pp | 86.8%-1.1pp | 83.2%+2.5pp |
| Annual return | -4.69% | 16.80%-21.5pp | 13.22%-17.9pp | 282.22%-286.9pp |
| Employer contribution / active EE | $1,907 | $6,041-68.4% | $5,151-63.0% | $4,866-60.8% |
| Participant deferral / active EE | $8,446 | $6,980+21.0% | $6,230+35.6% | $5,352+57.8% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |