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 | $63,248 | $104,251-39.3% | $91,001-30.5% | $147,584-57.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | -0.34% | 27.06%-27.4pp | 4.60%-4.9pp | 578.55%-578.9pp |
| Employer contribution / active EE | $5,348 | $3,116+71.6% | $2,456+117.8% | $4,876+9.7% |
| Participant deferral / active EE | $8,021 | $4,195+91.2% | $3,547+126.1% | $5,439+47.5% |
| Admin fee / account holder | $256 | $8,948-97.1% | $5,417-95.3% | $10,885-97.7% |