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 | $56,310 | $116,175-51.5% | $93,606-39.8% | $152,861-63.2% |
| Participation rate | 87.5% | 78.0%+9.5pp | 75.8%+11.7pp | 82.4%+5.1pp |
| Annual return | 0.69% | 35.96%-35.3pp | 32.76%-32.1pp | 345.32%-344.6pp |
| Employer contribution / active EE | $1,928 | $3,218-40.1% | $2,718-29.1% | $4,762-59.5% |
| Participant deferral / active EE | $6,628 | $4,603+44.0% | $4,069+62.9% | $5,850+13.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |