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 | $25,021 | $127,386-80.4% | $115,037-78.3% | $125,391-80.0% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -10.86% | 31.28%-42.1pp | 26.14%-37.0pp | 282.22%-293.1pp |
| Employer contribution / active EE | $2,461 | $5,166-52.4% | $4,608-46.6% | $4,866-49.4% |
| Participant deferral / active EE | $8,597 | $6,423+33.8% | $6,026+42.6% | $5,352+60.6% |
| Admin fee / account holder | $137 | $9,516-98.6% | $8,175-98.3% | $9,540-98.6% |