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 | $20,969 | $99,652-79.0% | $78,778-73.4% | $147,584-85.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | -1.13% | 47.28%-48.4pp | 35.62%-36.7pp | 578.55%-579.7pp |
| Employer contribution / active EE | $1,145 | $2,796-59.0% | $1,986-42.3% | $4,876-76.5% |
| Participant deferral / active EE | $1,489 | $3,664-59.4% | $2,958-49.7% | $5,439-72.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |