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 | $10,037 | $90,600-88.9% | $79,464-87.4% | $135,375-92.6% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -11.48% | 977.43%-988.9pp | 718.14%-729.6pp | 519.73%-531.2pp |
| Employer contribution / active EE | $1,490 | $3,068-51.4% | $2,800-46.8% | $4,779-68.8% |
| Participant deferral / active EE | $3,927 | $4,050-3.0% | $3,704+6.0% | $5,609-30.0% |
| Admin fee / account holder | $158 | $5,907-97.3% | $5,113-96.9% | $10,827-98.5% |