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 | $45,196 | $92,703-51.2% | $82,719-45.4% | $134,475-66.4% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -21.62% | 944.92%-966.5pp | 701.18%-722.8pp | 417.96%-439.6pp |
| Employer contribution / active EE | $5,735 | $3,274+75.2% | $3,009+90.6% | $4,740+21.0% |
| Participant deferral / active EE | $10,317 | $4,802+114.8% | $4,395+134.7% | $6,400+61.2% |
| Admin fee / account holder | $114 | $5,983-98.1% | $5,329-97.9% | $11,426-99.0% |