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 | $41,818 | $140,588-70.3% | $123,104-66.0% | $125,391-66.6% |
| Participation rate | 90.9% | 88.2%+2.7pp | 86.8%+4.1pp | 83.2%+7.7pp |
| Annual return | -7.45% | 16.80%-24.2pp | 13.22%-20.7pp | 282.22%-289.7pp |
| Employer contribution / active EE | $6,264 | $6,041+3.7% | $5,151+21.6% | $4,866+28.7% |
| Participant deferral / active EE | $16,877 | $6,980+141.8% | $6,230+170.9% | $5,352+215.4% |
| Admin fee / account holder | $16 | $11,198-99.9% | $9,015-99.8% | $9,540-99.8% |