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 | $32,058 | $211,958-84.9% | $169,463-81.1% | $135,375-76.3% |
| Participation rate | 90.5% | 82.6%+7.8pp | 77.8%+12.7pp | 82.6%+7.8pp |
| Annual return | -10.79% | 3.26%-14.1pp | 1.83%-12.6pp | 519.73%-530.5pp |
| Employer contribution / active EE | $5,576 | $5,120+8.9% | $4,159+34.1% | $4,779+16.7% |
| Participant deferral / active EE | $4,815 | $6,075-20.7% | $5,277-8.8% | $5,609-14.2% |
| Admin fee / account holder | $280 | $11,471-97.6% | $9,109-96.9% | $10,827-97.4% |