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 | $46,236 | $127,386-63.7% | $115,037-59.8% | $125,391-63.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -12.14% | 31.28%-43.4pp | 26.14%-38.3pp | 282.22%-294.4pp |
| Employer contribution / active EE | $5,797 | $5,166+12.2% | $4,608+25.8% | $4,866+19.1% |
| Participant deferral / active EE | $5,014 | $6,423-21.9% | $6,026-16.8% | $5,352-6.3% |
| Admin fee / account holder | $22 | $9,516-99.8% | $8,175-99.7% | $9,540-99.8% |