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 | $32,467 | $90,503-64.1% | $78,689-58.7% | $273,961-88.1% |
| Participation rate | 95.8% | 76.5%+19.3pp | 73.6%+22.3pp | 83.0%+12.8pp |
| Annual return | -1.09% | 75.60%-76.7pp | 62.18%-63.3pp | 41.45%-42.5pp |
| Employer contribution / active EE | $1,749 | $3,176-44.9% | $2,851-38.6% | $4,869-64.1% |
| Participant deferral / active EE | $1,803 | $3,901-53.8% | $3,517-48.7% | $5,287-65.9% |
| Admin fee / account holder | $84 | $5,263-98.4% | $4,510-98.1% | $10,132-99.2% |