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 | $31,324 | $140,588-77.7% | $123,104-74.6% | $125,391-75.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.71% | 16.80%-21.5pp | 13.22%-17.9pp | 282.22%-286.9pp |
| Employer contribution / active EE | $8,689 | $6,041+43.8% | $5,151+68.7% | $4,866+78.6% |
| Participant deferral / active EE | $8,452 | $6,980+21.1% | $6,230+35.7% | $5,352+57.9% |
| Admin fee / account holder | $92 | $11,198-99.2% | $9,015-99.0% | $9,540-99.0% |