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 8-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 | $59,525 | $124,425-52.2% | $112,040-46.9% | $137,256-56.6% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.5%+18.5pp | 80.0%+15.0pp |
| Annual return | -0.15% | 24.72%-24.9pp | 24.52%-24.7pp | 220.34%-220.5pp |
| Employer contribution / active EE | $1,767 | $3,411-48.2% | $2,954-40.2% | $4,156-57.5% |
| Participant deferral / active EE | $2,475 | $5,718-56.7% | $5,098-51.5% | $6,407-61.4% |
| Admin fee / account holder | $117 | $15,207-99.2% | $12,098-99.0% | $12,270-99.0% |