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 7-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 | $29,713 | $167,484-82.3% | $151,611-80.4% | $134,475-77.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.78% | 7.80%-34.6pp | 3.33%-30.1pp | 417.96%-444.7pp |
| Employer contribution / active EE | $1,992 | $6,829-70.8% | $6,166-67.7% | $4,740-58.0% |
| Participant deferral / active EE | $10,954 | $8,986+21.9% | $8,363+31.0% | $6,400+71.2% |
| Admin fee / account holder | $221 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |