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 | $56,863 | $167,307-66.0% | $143,757-60.4% | $134,475-57.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -23.02% | 0.46%-23.5pp | -0.04%-23.0pp | 417.96%-441.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,582 | $6,446-28.9% | $5,637-18.7% | $6,400-28.4% |
| Admin fee / account holder | $137 | $18,088-99.2% | $14,673-99.1% | $11,426-98.8% |