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 5-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 | $40,340 | $167,484-75.9% | $151,611-73.4% | $134,475-70.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.34% | 7.80%-29.1pp | 3.33%-24.7pp | 417.96%-439.3pp |
| Employer contribution / active EE | $9,675 | $6,829+41.7% | $6,166+56.9% | $4,740+104.1% |
| Participant deferral / active EE | $9,037 | $8,986+0.6% | $8,363+8.1% | $6,400+41.2% |
| Admin fee / account holder | $183 | $13,783-98.7% | $11,616-98.4% | $11,426-98.4% |