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 | $40,216 | $142,344-71.7% | $119,609-66.4% | $134,475-70.1% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -21.64% | -12.44%-9.2pp | -14.97%-6.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $4,674 | $5,222-10.5% | $4,232+10.4% | $4,740-1.4% |
| Participant deferral / active EE | $9,025 | $6,469+39.5% | $5,602+61.1% | $6,400+41.0% |
| Admin fee / account holder | $244 | $13,584-98.2% | $10,323-97.6% | $11,426-97.9% |