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 | $24,522 | $138,065-82.2% | $123,544-80.2% | $135,375-81.9% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -9.43% | 153.68%-163.1pp | 119.20%-128.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,054 | $5,151-60.1% | $4,628-55.6% | $4,779-57.0% |
| Participant deferral / active EE | $3,316 | $6,799-51.2% | $6,426-48.4% | $5,609-40.9% |
| Admin fee / account holder | $172 | $10,916-98.4% | $9,284-98.1% | $10,827-98.4% |