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 | $33,880 | $177,572-80.9% | $154,803-78.1% | $142,382-76.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | -83.11% | 65.07%-148.2pp | 58.88%-142.0pp | 217.08%-300.2pp |
| Employer contribution / active EE | $1,567 | $4,810-67.4% | $4,305-63.6% | $4,299-63.6% |
| Participant deferral / active EE | $7,502 | $6,272+19.6% | $5,540+35.4% | $6,507+15.3% |
| Admin fee / account holder | $35 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |