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 | $74,181 | $77,813-4.7% | $123,544-40.0% | $64,186+15.6% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.3%+5.7pp | 69.6%+18.4pp |
| Annual return | -8.75% | 12.48%-21.2pp | 119.20%-127.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $4,567 | $3,014+51.5% | $4,628-1.3% | $2,381+91.8% |
| Participant deferral / active EE | $8,422 | $5,240+60.7% | $6,426+31.1% | $3,470+142.7% |
| Admin fee / account holder | $284 | $5,519-94.9% | $9,284-96.9% | $4,888-94.2% |