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 | $42,213 | $76,000-44.5% | $154,107-72.6% | $64,186-34.2% |
| Participation rate | 80.6% | 70.4%+10.2pp | 83.0%-2.4pp | 69.6%+11.1pp |
| Annual return | -9.58% | 30.32%-39.9pp | 735.12%-744.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,180 | $3,351-64.8% | $5,298-77.7% | $2,381-50.4% |
| Participant deferral / active EE | $4,457 | $3,175+40.4% | $5,081-12.3% | $3,470+28.5% |
| Admin fee / account holder | $37 | $5,596-99.3% | $13,411-99.7% | $4,888-99.3% |