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 | $66,289 | $94,529-29.9% | $140,016-52.7% | $64,186+3.3% |
| Participation rate | 85.2% | 84.1%+1.1pp | 87.5%-2.3pp | 69.6%+15.6pp |
| Annual return | -8.82% | 7.77%-16.6pp | 651.12%-659.9pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,193 | $3,812-42.5% | $5,606-60.9% | $2,381-7.9% |
| Participant deferral / active EE | $3,131 | $5,250-40.4% | $6,927-54.8% | $3,470-9.8% |
| Admin fee / account holder | $144 | $6,741-97.9% | $10,705-98.7% | $4,888-97.1% |