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 | $55,860 | $95,971-41.8% | $74,550-25.1% | $135,375-58.7% |
| Participation rate | 76.2% | 75.7%+0.5pp | 69.1%+7.0pp | 82.6%-6.5pp |
| Annual return | -10.54% | 56.96%-67.5pp | 32.53%-43.1pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,552 | $2,716-42.9% | $1,961-20.9% | $4,779-67.5% |
| Participant deferral / active EE | $5,219 | $3,843+35.8% | $3,108+67.9% | $5,609-6.9% |
| Admin fee / account holder | $206 | $6,522-96.8% | $5,060-95.9% | $10,827-98.1% |