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 | $100,754 | $81,900+23.0% | $119,609-15.8% | $68,494+47.1% |
| Participation rate | 82.7% | 71.9%+10.8pp | 79.3%+3.4pp | 67.9%+14.8pp |
| Annual return | -19.72% | -23.82%+4.1pp | -14.97%-4.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $3,193 | $2,693+18.6% | $4,232-24.5% | $2,596+23.0% |
| Participant deferral / active EE | $6,902 | $4,148+66.4% | $5,602+23.2% | $4,027+71.4% |
| Admin fee / account holder | $229 | $6,582-96.5% | $10,323-97.8% | $5,403-95.8% |