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 8-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 | $30,309 | $167,484-81.9% | $151,611-80.0% | $134,475-77.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.48% | 7.80%-30.3pp | 3.33%-25.8pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,838 | $6,829-73.1% | $6,166-70.2% | $4,740-61.2% |
| Participant deferral / active EE | $5,430 | $8,986-39.6% | $8,363-35.1% | $6,400-15.2% |
| Admin fee / account holder | $237 | $13,783-98.3% | $11,616-98.0% | $11,426-97.9% |