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 | $60,810 | $140,588-56.7% | $123,104-50.6% | $125,391-51.5% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | -12.63% | 16.80%-29.4pp | 13.22%-25.9pp | 282.22%-294.9pp |
| Employer contribution / active EE | $5,159 | $6,041-14.6% | $5,151+0.2% | $4,866+6.0% |
| Participant deferral / active EE | $12,766 | $6,980+82.9% | $6,230+104.9% | $5,352+138.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |