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 | $46,599 | $97,757-52.3% | $83,848-44.4% | $135,375-65.6% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -10.57% | 1287.37%-1297.9pp | 850.88%-861.4pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,341 | $4,222-68.2% | $3,631-63.1% | $4,779-71.9% |
| Participant deferral / active EE | $4,783 | $4,682+2.1% | $4,082+17.2% | $5,609-14.7% |
| Admin fee / account holder | $261 | $6,674-96.1% | $5,478-95.2% | $10,827-97.6% |