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 | $29,759 | $127,386-76.6% | $115,037-74.1% | $125,391-76.3% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | -7.51% | 31.28%-38.8pp | 26.14%-33.6pp | 282.22%-289.7pp |
| Employer contribution / active EE | $3,833 | $5,166-25.8% | $4,608-16.8% | $4,866-21.2% |
| Participant deferral / active EE | $8,105 | $6,423+26.2% | $6,026+34.5% | $5,352+51.5% |
| Admin fee / account holder | $128 | $9,516-98.7% | $8,175-98.4% | $9,540-98.7% |