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 | $80,748 | $104,251-22.5% | $91,001-11.3% | $147,584-45.3% |
| Participation rate | 70.6% | 78.2%-7.7pp | 75.6%-5.0pp | 82.8%-12.2pp |
| Annual return | -2.03% | 27.06%-29.1pp | 4.60%-6.6pp | 578.55%-580.6pp |
| Employer contribution / active EE | $2,322 | $3,116-25.5% | $2,456-5.4% | $4,876-52.4% |
| Participant deferral / active EE | $4,654 | $4,195+10.9% | $3,547+31.2% | $5,439-14.4% |
| Admin fee / account holder | $31 | $8,948-99.7% | $5,417-99.4% | $10,885-99.7% |