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 | $41,183 | $140,588-70.7% | $123,104-66.5% | $125,391-67.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.96% | 16.80%-20.8pp | 13.22%-17.2pp | 282.22%-286.2pp |
| Employer contribution / active EE | $5,108 | $6,041-15.4% | $5,151-0.8% | $4,866+5.0% |
| Participant deferral / active EE | $9,552 | $6,980+36.8% | $6,230+53.3% | $5,352+78.5% |
| Admin fee / account holder | $63 | $11,198-99.4% | $9,015-99.3% | $9,540-99.3% |