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 6-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 | $58,346 | $127,386-54.2% | $115,037-49.3% | $125,391-53.5% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -5.91% | 31.28%-37.2pp | 26.14%-32.0pp | 282.22%-288.1pp |
| Employer contribution / active EE | $2,623 | $5,166-49.2% | $4,608-43.1% | $4,866-46.1% |
| Participant deferral / active EE | $10,429 | $6,423+62.4% | $6,026+73.1% | $5,352+94.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |