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 | $37,393 | $58,828-36.4% | $77,999-52.1% | $62,891-40.5% |
| Participation rate | 78.8% | 71.1%+7.7pp | 75.5%+3.3pp | 69.3%+9.5pp |
| Annual return | -6.19% | 17.16%-23.4pp | 425.96%-432.2pp | 20.14%-26.3pp |
| Employer contribution / active EE | $2,204 | $1,672+31.8% | $2,470-10.8% | $2,281-3.4% |
| Participant deferral / active EE | $6,174 | $2,686+129.9% | $3,497+76.6% | $3,203+92.8% |
| Admin fee / account holder | $45 | $4,393-99.0% | $5,480-99.2% | $4,296-98.9% |