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 | $18,192 | $90,600-79.9% | $79,464-77.1% | $135,375-86.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -14.32% | 977.43%-991.8pp | 718.14%-732.5pp | 519.73%-534.1pp |
| Employer contribution / active EE | $2,927 | $3,068-4.6% | $2,800+4.5% | $4,779-38.8% |
| Participant deferral / active EE | $7,368 | $4,050+81.9% | $3,704+98.9% | $5,609+31.4% |
| Admin fee / account holder | $266 | $5,907-95.5% | $5,113-94.8% | $10,827-97.5% |