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 | $73,421 | $72,404+1.4% | $110,238-33.4% | $64,186+14.4% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | -8.34% | -6.29%-2.1pp | 314.74%-323.1pp | 7.63%-16.0pp |
| Employer contribution / active EE | $5,655 | $2,282+147.9% | $3,826+47.8% | $2,381+137.5% |
| Participant deferral / active EE | $4,873 | $3,469+40.5% | $4,672+4.3% | $3,470+40.4% |
| Admin fee / account holder | $238 | $5,664-95.8% | $8,547-97.2% | $4,888-95.1% |