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 | $61,302 | $138,065-55.6% | $123,544-50.4% | $135,375-54.7% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -11.16% | 153.68%-164.8pp | 119.20%-130.4pp | 519.73%-530.9pp |
| Employer contribution / active EE | $3,157 | $5,151-38.7% | $4,628-31.8% | $4,779-33.9% |
| Participant deferral / active EE | $6,415 | $6,799-5.6% | $6,426-0.2% | $5,609+14.4% |
| Admin fee / account holder | $53 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |