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 8-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 | $23,328 | $42,383-45.0% | $76,523-69.5% | $64,186-63.7% |
| Participation rate | 70.0% | 58.1%+11.9pp | 68.0%+2.0pp | 69.6%+0.4pp |
| Annual return | -9.85% | -16.54%+6.7pp | -0.27%-9.6pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,396 | $1,563-10.7% | $2,647-47.2% | $2,381-41.3% |
| Participant deferral / active EE | $3,329 | $2,566+29.7% | $3,835-13.2% | $3,470-4.1% |
| Admin fee / account holder | $189 | $3,198-94.1% | $4,848-96.1% | $4,888-96.1% |