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 | $54,253 | $85,790-36.8% | $67,313-19.4% | $135,375-59.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -10.52% | -0.54%-10.0pp | -4.08%-6.4pp | 519.73%-530.3pp |
| Employer contribution / active EE | $3,596 | $3,487+3.1% | $2,566+40.2% | $4,779-24.8% |
| Participant deferral / active EE | $8,438 | $4,651+81.4% | $3,568+136.5% | $5,609+50.4% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |