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 | $27,609 | $107,791-74.4% | $90,645-69.5% | $135,375-79.6% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -12.81% | -0.90%-11.9pp | 1.88%-14.7pp | 519.73%-532.5pp |
| Employer contribution / active EE | $1,695 | $3,018-43.8% | $2,532-33.0% | $4,779-64.5% |
| Participant deferral / active EE | $4,958 | $3,872+28.0% | $3,425+44.8% | $5,609-11.6% |
| Admin fee / account holder | $4 | $5,930-99.9% | $4,994-99.9% | $10,827-100.0% |