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 | $54,118 | $167,307-67.7% | $143,757-62.4% | $134,475-59.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -24.75% | 0.46%-25.2pp | -0.04%-24.7pp | 417.96%-442.7pp |
| Employer contribution / active EE | $1,505 | $5,619-73.2% | $4,951-69.6% | $4,740-68.3% |
| Participant deferral / active EE | $6,327 | $6,446-1.8% | $5,637+12.2% | $6,400-1.1% |
| Admin fee / account holder | $264 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |