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 | $25,546 | $211,958-87.9% | $169,463-84.9% | $135,375-81.1% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -11.76% | 3.26%-15.0pp | 1.83%-13.6pp | 519.73%-531.5pp |
| Employer contribution / active EE | $1,743 | $5,120-66.0% | $4,159-58.1% | $4,779-63.5% |
| Participant deferral / active EE | $3,616 | $6,075-40.5% | $5,277-31.5% | $5,609-35.5% |
| Admin fee / account holder | $263 | $11,471-97.7% | $9,109-97.1% | $10,827-97.6% |