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 | $71,493 | $209,832-65.9% | $189,513-62.3% | $167,490-57.3% |
| Participation rate | 72.7% | 88.7%-15.9pp | 87.8%-15.1pp | 82.1%-9.4pp |
| Annual return | -3.11% | 748.27%-751.4pp | 555.15%-558.3pp | 478.56%-481.7pp |
| Employer contribution / active EE | $2,001 | $6,914-71.1% | $6,162-67.5% | $4,837-58.6% |
| Participant deferral / active EE | $11,765 | $8,935+31.7% | $8,221+43.1% | $6,341+85.5% |
| Admin fee / account holder | $275 | $14,293-98.1% | $12,045-97.7% | $12,309-97.8% |