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 | $57,398 | $127,386-54.9% | $115,037-50.1% | $125,391-54.2% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -4.33% | 31.28%-35.6pp | 26.14%-30.5pp | 282.22%-286.5pp |
| Employer contribution / active EE | $8,720 | $5,166+68.8% | $4,608+89.2% | $4,866+79.2% |
| Participant deferral / active EE | $12,966 | $6,423+101.9% | $6,026+115.1% | $5,352+142.3% |
| Admin fee / account holder | $157 | $9,516-98.3% | $8,175-98.1% | $9,540-98.4% |