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 | $44,517 | $167,484-73.4% | $151,611-70.6% | $134,475-66.9% |
| Participation rate | 84.2% | 88.4%-4.2pp | 87.5%-3.3pp | 81.2%+3.0pp |
| Annual return | -28.54% | 7.80%-36.3pp | 3.33%-31.9pp | 417.96%-446.5pp |
| Employer contribution / active EE | $2,928 | $6,829-57.1% | $6,166-52.5% | $4,740-38.2% |
| Participant deferral / active EE | $3,913 | $8,986-56.4% | $8,363-53.2% | $6,400-38.9% |
| Admin fee / account holder | $119 | $13,783-99.1% | $11,616-99.0% | $11,426-99.0% |