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 | $26,142 | $127,386-79.5% | $115,037-77.3% | $125,391-79.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.31% | 31.28%-39.6pp | 26.14%-34.4pp | 282.22%-290.5pp |
| Employer contribution / active EE | $2,958 | $5,166-42.7% | $4,608-35.8% | $4,866-39.2% |
| Participant deferral / active EE | $12,465 | $6,423+94.1% | $6,026+106.8% | $5,352+132.9% |
| Admin fee / account holder | $127 | $9,516-98.7% | $8,175-98.4% | $9,540-98.7% |