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 | $55,738 | $73,004-23.7% | $90,749-38.6% | $68,494-18.6% |
| Participation rate | 70.1% | 70.8%-0.7pp | 75.7%-5.6pp | 67.9%+2.2pp |
| Annual return | -20.26% | -13.81%-6.4pp | -12.16%-8.1pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,443 | $2,193+11.4% | $2,921-16.4% | $2,596-5.9% |
| Participant deferral / active EE | $4,340 | $3,627+19.7% | $4,564-4.9% | $4,027+7.8% |
| Admin fee / account holder | $218 | $5,896-96.3% | $8,445-97.4% | $5,403-96.0% |