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 | $33,616 | $140,588-76.1% | $123,104-72.7% | $125,391-73.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -8.60% | 16.80%-25.4pp | 13.22%-21.8pp | 282.22%-290.8pp |
| Employer contribution / active EE | $6,787 | $6,041+12.3% | $5,151+31.8% | $4,866+39.5% |
| Participant deferral / active EE | $11,054 | $6,980+58.4% | $6,230+77.4% | $5,352+106.6% |
| Admin fee / account holder | $123 | $11,198-98.9% | $9,015-98.6% | $9,540-98.7% |