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 | $15,028 | $97,757-84.6% | $83,848-82.1% | $135,375-88.9% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -10.03% | 1287.37%-1297.4pp | 850.88%-860.9pp | 519.73%-529.8pp |
| Employer contribution / active EE | $2,080 | $4,222-50.7% | $3,631-42.7% | $4,779-56.5% |
| Participant deferral / active EE | $3,230 | $4,682-31.0% | $4,082-20.9% | $5,609-42.4% |
| Admin fee / account holder | $154 | $6,674-97.7% | $5,478-97.2% | $10,827-98.6% |