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 | $43,167 | $90,503-52.3% | $78,689-45.1% | $273,961-84.2% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | -7.64% | 75.60%-83.2pp | 62.18%-69.8pp | 41.45%-49.1pp |
| Employer contribution / active EE | $3,153 | $3,176-0.7% | $2,851+10.6% | $4,869-35.2% |
| Participant deferral / active EE | $3,153 | $3,901-19.2% | $3,517-10.3% | $5,287-40.4% |
| Admin fee / account holder | $17 | $5,263-99.7% | $4,510-99.6% | $10,132-99.8% |