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 | $35,341 | $95,971-63.2% | $74,550-52.6% | $135,375-73.9% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -11.29% | 56.96%-68.3pp | 32.53%-43.8pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,888 | $2,716-30.5% | $1,961-3.7% | $4,779-60.5% |
| Participant deferral / active EE | $7,683 | $3,843+99.9% | $3,108+147.2% | $5,609+37.0% |
| Admin fee / account holder | $245 | $6,522-96.2% | $5,060-95.2% | $10,827-97.7% |