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 | $53,912 | $106,543-49.4% | $91,220-40.9% | $134,475-59.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -27.61% | 160.60%-188.2pp | 114.01%-141.6pp | 417.96%-445.6pp |
| Employer contribution / active EE | $948 | $3,331-71.5% | $2,850-66.7% | $4,740-80.0% |
| Participant deferral / active EE | $5,456 | $4,719+15.6% | $4,234+28.9% | $6,400-14.7% |
| Admin fee / account holder | $20 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |