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 | $27,154 | $95,971-71.7% | $74,550-63.6% | $135,375-79.9% |
| Participation rate | 85.0% | 75.7%+9.3pp | 69.1%+15.9pp | 82.6%+2.4pp |
| Annual return | -10.42% | 56.96%-67.4pp | 32.53%-42.9pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,511 | $2,716-44.4% | $1,961-23.0% | $4,779-68.4% |
| Participant deferral / active EE | $2,688 | $3,843-30.1% | $3,108-13.5% | $5,609-52.1% |
| Admin fee / account holder | $268 | $6,522-95.9% | $5,060-94.7% | $10,827-97.5% |