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 | $67,884 | $158,817-57.3% | $121,196-44.0% | $135,375-49.9% |
| Participation rate | 93.3% | 79.3%+14.0pp | 71.7%+21.6pp | 82.6%+10.7pp |
| Annual return | -9.63% | -0.64%-9.0pp | 16.93%-26.6pp | 519.73%-529.4pp |
| Employer contribution / active EE | $4,656 | $5,665-17.8% | $4,022+15.8% | $4,779-2.6% |
| Participant deferral / active EE | $8,557 | $4,005+113.7% | $3,344+155.9% | $5,609+52.6% |
| Admin fee / account holder | $79 | $6,512-98.8% | $5,019-98.4% | $10,827-99.3% |