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 | $72,211 | $133,958-46.1% | $112,228-35.7% | $134,475-46.3% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -20.83% | 47.11%-67.9pp | 27.45%-48.3pp | 417.96%-438.8pp |
| Employer contribution / active EE | $3,410 | $4,038-15.6% | $3,635-6.2% | $4,740-28.1% |
| Participant deferral / active EE | $8,296 | $5,291+56.8% | $4,728+75.5% | $6,400+29.6% |
| Admin fee / account holder | $75 | $7,489-99.0% | $6,410-98.8% | $11,426-99.3% |