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 | $53,030 | $181,894-70.8% | $156,549-66.1% | $273,961-80.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -8.25% | 30.74%-39.0pp | 32.23%-40.5pp | 41.45%-49.7pp |
| Employer contribution / active EE | $2,704 | $6,248-56.7% | $5,501-50.9% | $4,869-44.5% |
| Participant deferral / active EE | $5,427 | $5,550-2.2% | $4,871+11.4% | $5,287+2.6% |
| Admin fee / account holder | $140 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |