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 7-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 | $33,707 | $167,484-79.9% | $151,611-77.8% | $134,475-74.9% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -22.20% | 7.80%-30.0pp | 3.33%-25.5pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,930 | $6,829-71.7% | $6,166-68.7% | $4,740-59.3% |
| Participant deferral / active EE | $8,674 | $8,986-3.5% | $8,363+3.7% | $6,400+35.5% |
| Admin fee / account holder | $206 | $13,783-98.5% | $11,616-98.2% | $11,426-98.2% |