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 | $31,038 | $140,578-77.9% | $100,671-69.2% | $125,391-75.2% |
| Participation rate | 76.2% | 80.4%-4.2pp | 70.7%+5.5pp | 83.2%-7.0pp |
| Annual return | -3.59% | 24.67%-28.3pp | 20.43%-24.0pp | 282.22%-285.8pp |
| Employer contribution / active EE | $1,298 | $5,965-78.2% | $4,012-67.7% | $4,866-73.3% |
| Participant deferral / active EE | $3,066 | $3,981-23.0% | $3,144-2.5% | $5,352-42.7% |
| Admin fee / account holder | $86 | $6,716-98.7% | $4,850-98.2% | $9,540-99.1% |