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 5-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 | $46,154 | $100,754-54.2% | $86,677-46.8% | $134,475-65.7% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -24.05% | 29.04%-53.1pp | 35.91%-60.0pp | 417.96%-442.0pp |
| Employer contribution / active EE | $3,290 | $3,489-5.7% | $2,836+16.0% | $4,740-30.6% |
| Participant deferral / active EE | $9,457 | $5,338+77.2% | $4,656+103.1% | $6,400+47.8% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |