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 | $22,707 | $72,177-68.5% | $115,037-80.3% | $59,632-61.9% |
| Participation rate | 77.8% | 72.6%+5.2pp | 81.4%-3.6pp | 68.7%+9.1pp |
| Annual return | -4.83% | 12.02%-16.9pp | 26.14%-31.0pp | 2041.28%-2046.1pp |
| Employer contribution / active EE | $5,125 | $2,841+80.4% | $4,608+11.2% | $2,203+132.7% |
| Participant deferral / active EE | $4,788 | $4,783+0.1% | $6,026-20.6% | $3,192+50.0% |
| Admin fee / account holder | $157 | $4,927-96.8% | $8,175-98.1% | $4,297-96.3% |