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 | $45,232 | $127,386-64.5% | $115,037-60.7% | $125,391-63.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.22% | 31.28%-36.5pp | 26.14%-31.4pp | 282.22%-287.4pp |
| Employer contribution / active EE | $1,823 | $5,166-64.7% | $4,608-60.4% | $4,866-62.5% |
| Participant deferral / active EE | $6,020 | $6,423-6.3% | $6,026-0.1% | $5,352+12.5% |
| Admin fee / account holder | -$974 | $9,516-110.2% | $8,175-111.9% | $9,540-110.2% |