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 | $62,248 | $95,971-35.1% | $74,550-16.5% | $135,375-54.0% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -11.72% | 56.96%-68.7pp | 32.53%-44.3pp | 519.73%-531.5pp |
| Employer contribution / active EE | $2,306 | $2,716-15.1% | $1,961+17.6% | $4,779-51.7% |
| Participant deferral / active EE | $7,753 | $3,843+101.7% | $3,108+149.5% | $5,609+38.2% |
| Admin fee / account holder | $23 | $6,522-99.7% | $5,060-99.6% | $10,827-99.8% |