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 | $38,473 | $160,055-76.0% | $140,016-72.5% | $135,375-71.6% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -11.76% | 911.38%-923.1pp | 651.12%-662.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $2,707 | $6,420-57.8% | $5,606-51.7% | $4,779-43.4% |
| Participant deferral / active EE | $6,027 | $7,642-21.1% | $6,927-13.0% | $5,609+7.5% |
| Admin fee / account holder | $24 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |