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 | $37,779 | $133,958-71.8% | $112,228-66.3% | $134,475-71.9% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -22.10% | 47.11%-69.2pp | 27.45%-49.6pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,043 | $4,038-49.4% | $3,635-43.8% | $4,740-56.9% |
| Participant deferral / active EE | $3,507 | $5,291-33.7% | $4,728-25.8% | $6,400-45.2% |
| Admin fee / account holder | $203 | $7,489-97.3% | $6,410-96.8% | $11,426-98.2% |