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 | $23,623 | $97,757-75.8% | $83,848-71.8% | $135,375-82.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -11.89% | 1287.37%-1299.3pp | 850.88%-862.8pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,491 | $4,222-64.7% | $3,631-58.9% | $4,779-68.8% |
| Participant deferral / active EE | $1,973 | $4,682-57.9% | $4,082-51.7% | $5,609-64.8% |
| Admin fee / account holder | $101 | $6,674-98.5% | $5,478-98.2% | $10,827-99.1% |