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 | $28,638 | $135,952-78.9% | $123,892-76.9% | $273,961-89.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.13% | 56.63%-56.8pp | 47.52%-47.7pp | 41.45%-41.6pp |
| Employer contribution / active EE | $5,660 | $5,170+9.5% | $4,617+22.6% | $4,869+16.3% |
| Participant deferral / active EE | $15,950 | $6,343+151.5% | $5,984+166.5% | $5,287+201.7% |
| Admin fee / account holder | $116 | $9,817-98.8% | $8,357-98.6% | $10,132-98.9% |