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 | $61,227 | $127,386-51.9% | $115,037-46.8% | $125,391-51.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.13% | 31.28%-36.4pp | 26.14%-31.3pp | 282.22%-287.4pp |
| Employer contribution / active EE | $8,516 | $5,166+64.9% | $4,608+84.8% | $4,866+75.0% |
| Participant deferral / active EE | $7,290 | $6,423+13.5% | $6,026+21.0% | $5,352+36.2% |
| Admin fee / account holder | $130 | $9,516-98.6% | $8,175-98.4% | $9,540-98.6% |