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 | $34,537 | $140,588-75.4% | $123,104-71.9% | $125,391-72.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -6.21% | 16.80%-23.0pp | 13.22%-19.4pp | 282.22%-288.4pp |
| Employer contribution / active EE | $7,203 | $6,041+19.2% | $5,151+39.8% | $4,866+48.0% |
| Participant deferral / active EE | $8,562 | $6,980+22.7% | $6,230+37.4% | $5,352+60.0% |
| Admin fee / account holder | $51 | $11,198-99.5% | $9,015-99.4% | $9,540-99.5% |