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 | $82,730 | $167,484-50.6% | $151,611-45.4% | $134,475-38.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -22.37% | 7.80%-30.2pp | 3.33%-25.7pp | 417.96%-440.3pp |
| Employer contribution / active EE | $9,487 | $6,829+38.9% | $6,166+53.9% | $4,740+100.2% |
| Participant deferral / active EE | $8,437 | $8,986-6.1% | $8,363+0.9% | $6,400+31.8% |
| Admin fee / account holder | $2 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |