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 | $59,880 | $135,952-56.0% | $123,892-51.7% | $273,961-78.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.57% | 56.63%-57.2pp | 47.52%-48.1pp | 41.45%-42.0pp |
| Employer contribution / active EE | $8,787 | $5,170+70.0% | $4,617+90.3% | $4,869+80.5% |
| Participant deferral / active EE | $3,727 | $6,343-41.2% | $5,984-37.7% | $5,287-29.5% |
| Admin fee / account holder | $274 | $9,817-97.2% | $8,357-96.7% | $10,132-97.3% |