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 | $40,361 | $159,602-74.7% | $150,045-73.1% | $142,382-71.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -18.06% | 70.24%-88.3pp | 62.55%-80.6pp | 217.08%-235.1pp |
| Employer contribution / active EE | $5,337 | $4,961+7.6% | $4,693+13.7% | $4,299+24.1% |
| Participant deferral / active EE | $14,421 | $8,310+73.5% | $7,997+80.3% | $6,507+121.6% |
| Admin fee / account holder | $161 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |