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 | $236,305 | $100,754+134.5% | $86,677+172.6% | $134,475+75.7% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -20.31% | 29.04%-49.3pp | 35.91%-56.2pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,758 | $3,489-21.0% | $2,836-2.8% | $4,740-41.8% |
| Participant deferral / active EE | $11,179 | $5,338+109.4% | $4,656+140.1% | $6,400+74.7% |
| Admin fee / account holder | $12 | $10,926-99.9% | $7,493-99.8% | $11,426-99.9% |