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 | $37,990 | $106,115-64.2% | $85,969-55.8% | $125,391-69.7% |
| Participation rate | 92.3% | 84.1%+8.3pp | 76.5%+15.8pp | 83.2%+9.1pp |
| Annual return | -5.65% | 13.93%-19.6pp | 9.32%-15.0pp | 282.22%-287.9pp |
| Employer contribution / active EE | $3,846 | $4,537-15.2% | $3,474+10.7% | $4,866-21.0% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $60 | $8,144-99.3% | $6,053-99.0% | $9,540-99.4% |