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 | $70,314 | $181,894-61.3% | $156,549-55.1% | $273,961-74.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.68% | 30.74%-32.4pp | 32.23%-33.9pp | 41.45%-43.1pp |
| Employer contribution / active EE | $1,482 | $6,248-76.3% | $5,501-73.1% | $4,869-69.6% |
| Participant deferral / active EE | $9,392 | $5,550+69.2% | $4,871+92.8% | $5,287+77.6% |
| Admin fee / account holder | -$4,951 | $15,559-131.8% | $13,027-138.0% | $10,132-148.9% |