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 | $66,668 | $181,894-63.3% | $156,549-57.4% | $273,961-75.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | -1.44% | 30.74%-32.2pp | 32.23%-33.7pp | 41.45%-42.9pp |
| Employer contribution / active EE | $1,335 | $6,248-78.6% | $5,501-75.7% | $4,869-72.6% |
| Participant deferral / active EE | $7,515 | $5,550+35.4% | $4,871+54.3% | $5,287+42.1% |
| Admin fee / account holder | $271 | $15,559-98.3% | $13,027-97.9% | $10,132-97.3% |