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 9-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 | $21,719 | $58,577-62.9% | $83,333-73.9% | $64,186-66.2% |
| Participation rate | 82.0% | 72.0%+10.0pp | 77.8%+4.2pp | 69.6%+12.4pp |
| Annual return | -11.32% | 9.65%-21.0pp | 10.63%-22.0pp | 7.63%-19.0pp |
| Employer contribution / active EE | $3,210 | $2,098+53.0% | $3,379-5.0% | $2,381+34.8% |
| Participant deferral / active EE | $7,059 | $4,654+51.7% | $5,565+26.9% | $3,470+103.5% |
| Admin fee / account holder | $168 | $9,275-98.2% | $7,510-97.8% | $4,888-96.6% |