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 | $57,533 | $90,590-36.5% | $90,782-36.6% | $135,375-57.5% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.6%-2.6pp |
| Annual return | -9.30% | -3.40%-5.9pp | -3.42%-5.9pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,889 | $4,352-56.6% | $4,105-54.0% | $4,779-60.5% |
| Participant deferral / active EE | $5,115 | $5,407-5.4% | $5,366-4.7% | $5,609-8.8% |
| Admin fee / account holder | $254 | $7,683-96.7% | $5,908-95.7% | $10,827-97.7% |