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 | $26,769 | $99,032-73.0% | $80,019-66.5% | $135,375-80.2% |
| Participation rate | 92.3% | 78.4%+14.0pp | 75.8%+16.5pp | 82.6%+9.7pp |
| Annual return | -11.10% | 15.39%-26.5pp | 11.22%-22.3pp | 519.73%-530.8pp |
| Employer contribution / active EE | $7,344 | $3,043+141.3% | $2,468+197.6% | $4,779+53.7% |
| Participant deferral / active EE | $3,258 | $4,282-23.9% | $3,686-11.6% | $5,609-41.9% |
| Admin fee / account holder | $188 | $10,436-98.2% | $6,521-97.1% | $10,827-98.3% |