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 | $24,372 | $97,757-75.1% | $83,848-70.9% | $135,375-82.0% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -11.88% | 1287.37%-1299.3pp | 850.88%-862.8pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,417 | $4,222-66.4% | $3,631-61.0% | $4,779-70.3% |
| Participant deferral / active EE | $3,227 | $4,682-31.1% | $4,082-20.9% | $5,609-42.5% |
| Admin fee / account holder | $231 | $6,674-96.5% | $5,478-95.8% | $10,827-97.9% |