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 | $44,270 | $153,772-71.2% | $133,980-67.0% | $273,961-83.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -31.04% | 36.51%-67.6pp | 29.30%-60.3pp | 41.45%-72.5pp |
| Employer contribution / active EE | $22,636 | $6,029+275.5% | $5,211+334.3% | $4,869+364.9% |
| Participant deferral / active EE | $8,535 | $6,958+22.7% | $6,282+35.9% | $5,287+61.4% |
| Admin fee / account holder | $141 | $11,765-98.8% | $9,324-98.5% | $10,132-98.6% |