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 | $94,088 | $90,503+4.0% | $78,689+19.6% | $273,961-65.7% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | -9.99% | 75.60%-85.6pp | 62.18%-72.2pp | 41.45%-51.4pp |
| Employer contribution / active EE | $2,313 | $3,176-27.2% | $2,851-18.9% | $4,869-52.5% |
| Participant deferral / active EE | $6,129 | $3,901+57.1% | $3,517+74.3% | $5,287+15.9% |
| Admin fee / account holder | $294 | $5,263-94.4% | $4,510-93.5% | $10,132-97.1% |