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 | $80,314 | $43,723+83.7% | $121,196-33.7% | $64,186+25.1% |
| Participation rate | 90.2% | 58.3%+31.9pp | 71.7%+18.4pp | 69.6%+20.6pp |
| Annual return | -9.79% | 68.91%-78.7pp | 16.93%-26.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $2,828 | $1,296+118.2% | $4,022-29.7% | $2,381+18.8% |
| Participant deferral / active EE | $4,983 | $2,280+118.6% | $3,344+49.0% | $3,470+43.6% |
| Admin fee / account holder | $210 | $3,501-94.0% | $5,019-95.8% | $4,888-95.7% |