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 | $53,357 | $167,484-68.1% | $151,611-64.8% | $134,475-60.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -29.49% | 7.80%-37.3pp | 3.33%-32.8pp | 417.96%-447.5pp |
| Employer contribution / active EE | $2,108 | $6,829-69.1% | $6,166-65.8% | $4,740-55.5% |
| Participant deferral / active EE | $9,178 | $8,986+2.1% | $8,363+9.7% | $6,400+43.4% |
| Admin fee / account holder | $46 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |