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 | $56,330 | $71,883-21.6% | $86,677-35.0% | $68,494-17.8% |
| Participation rate | 92.0% | 72.2%+19.8pp | 76.6%+15.4pp | 67.9%+24.1pp |
| Annual return | -20.60% | 3.52%-24.1pp | 35.91%-56.5pp | -7.84%-12.8pp |
| Employer contribution / active EE | $2,543 | $2,173+17.0% | $2,836-10.3% | $2,596-2.0% |
| Participant deferral / active EE | $6,350 | $3,779+68.0% | $4,656+36.4% | $4,027+57.7% |
| Admin fee / account holder | $3 | $6,112-100.0% | $7,493-100.0% | $5,403-99.9% |