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 | $85,454 | $77,813+9.8% | $123,544-30.8% | $64,186+33.1% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | -9.27% | 12.48%-21.8pp | 119.20%-128.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $5,691 | $3,014+88.8% | $4,628+23.0% | $2,381+139.0% |
| Participant deferral / active EE | $2,510 | $5,240-52.1% | $6,426-60.9% | $3,470-27.7% |
| Admin fee / account holder | $213 | $5,519-96.1% | $9,284-97.7% | $4,888-95.6% |