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 | $72,511 | $138,065-47.5% | $123,544-41.3% | $135,375-46.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -14.54% | 153.68%-168.2pp | 119.20%-133.7pp | 519.73%-534.3pp |
| Employer contribution / active EE | $1,255 | $5,151-75.6% | $4,628-72.9% | $4,779-73.7% |
| Participant deferral / active EE | $5,557 | $6,799-18.3% | $6,426-13.5% | $5,609-0.9% |
| Admin fee / account holder | $215 | $10,916-98.0% | $9,284-97.7% | $10,827-98.0% |