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 | $32,725 | $181,894-82.0% | $156,549-79.1% | $273,961-88.1% |
| Participation rate | 94.4% | 88.4%+6.1pp | 84.0%+10.4pp | 83.0%+11.4pp |
| Annual return | -0.52% | 30.74%-31.3pp | 32.23%-32.7pp | 41.45%-42.0pp |
| Employer contribution / active EE | $2,941 | $6,248-52.9% | $5,501-46.5% | $4,869-39.6% |
| Participant deferral / active EE | $4,790 | $5,550-13.7% | $4,871-1.7% | $5,287-9.4% |
| Admin fee / account holder | $272 | $15,559-98.3% | $13,027-97.9% | $10,132-97.3% |