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 | $23,549 | $97,757-75.9% | $83,848-71.9% | $135,375-82.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -11.74% | 1287.37%-1299.1pp | 850.88%-862.6pp | 519.73%-531.5pp |
| Employer contribution / active EE | $1,263 | $4,222-70.1% | $3,631-65.2% | $4,779-73.6% |
| Participant deferral / active EE | $4,882 | $4,682+4.3% | $4,082+19.6% | $5,609-13.0% |
| Admin fee / account holder | $295 | $6,674-95.6% | $5,478-94.6% | $10,827-97.3% |