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 | $35,260 | $127,386-72.3% | $115,037-69.3% | $125,391-71.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.57% | 31.28%-36.9pp | 26.14%-31.7pp | 282.22%-287.8pp |
| Employer contribution / active EE | $31,902 | $5,166+517.5% | $4,608+592.3% | $4,866+555.6% |
| Participant deferral / active EE | $15,031 | $6,423+134.0% | $6,026+149.4% | $5,352+180.9% |
| Admin fee / account holder | $207 | $9,516-97.8% | $8,175-97.5% | $9,540-97.8% |