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 | $82,985 | $57,354+44.7% | $83,848-1.0% | $64,186+29.3% |
| Participation rate | 92.0% | 68.6%+23.4pp | 76.1%+15.9pp | 69.6%+22.4pp |
| Annual return | -10.14% | 11.38%-21.5pp | 850.88%-861.0pp | 7.63%-17.8pp |
| Employer contribution / active EE | $2,525 | $2,545-0.8% | $3,631-30.5% | $2,381+6.1% |
| Participant deferral / active EE | $6,619 | $2,993+121.1% | $4,082+62.2% | $3,470+90.8% |
| Admin fee / account holder | $136 | $4,046-96.6% | $5,478-97.5% | $4,888-97.2% |