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 | $23,039 | $138,065-83.3% | $123,544-81.4% | $135,375-83.0% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -10.92% | 153.68%-164.6pp | 119.20%-130.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,330 | $5,151-74.2% | $4,628-71.3% | $4,779-72.2% |
| Participant deferral / active EE | $3,696 | $6,799-45.6% | $6,426-42.5% | $5,609-34.1% |
| Admin fee / account holder | $21 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |