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 | $44,438 | $90,503-50.9% | $78,689-43.5% | $273,961-83.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | -2.53% | 75.60%-78.1pp | 62.18%-64.7pp | 41.45%-44.0pp |
| Employer contribution / active EE | $1,587 | $3,176-50.0% | $2,851-44.3% | $4,869-67.4% |
| Participant deferral / active EE | $2,336 | $3,901-40.1% | $3,517-33.6% | $5,287-55.8% |
| Admin fee / account holder | $102 | $5,263-98.1% | $4,510-97.7% | $10,132-99.0% |