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 | $80,485 | $95,561-15.8% | $77,163+4.3% | $139,434-42.3% |
| Participation rate | 76.9% | 73.9%+3.0pp | 69.6%+7.4pp | 80.3%-3.4pp |
| Annual return | -17.34% | 54.92%-72.3pp | 37.87%-55.2pp | 372.94%-390.3pp |
| Employer contribution / active EE | $1,137 | $3,147-63.9% | $2,535-55.1% | $4,751-76.1% |
| Participant deferral / active EE | $3,686 | $4,624-20.3% | $3,833-3.8% | $6,710-45.1% |
| Admin fee / account holder | $50 | $8,295-99.4% | $5,472-99.1% | $11,403-99.6% |