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 | $72,597 | $50,958+42.5% | $74,550-2.6% | $64,186+13.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -11.31% | -1.86%-9.5pp | 32.53%-43.8pp | 7.63%-18.9pp |
| Employer contribution / active EE | $1,993 | $1,115+78.7% | $1,961+1.6% | $2,381-16.3% |
| Participant deferral / active EE | $2,435 | $2,301+5.8% | $3,108-21.7% | $3,470-29.8% |
| Admin fee / account holder | $215 | $4,223-94.9% | $5,060-95.8% | $4,888-95.6% |