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 | $49,887 | $168,632-70.4% | $147,614-66.2% | $125,391-60.2% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -8.08% | 77.65%-85.7pp | 61.98%-70.1pp | 282.22%-290.3pp |
| Employer contribution / active EE | $1,508 | $6,252-75.9% | $5,564-72.9% | $4,866-69.0% |
| Participant deferral / active EE | $2,099 | $5,507-61.9% | $4,895-57.1% | $5,352-60.8% |
| Admin fee / account holder | $26 | $13,580-99.8% | $11,611-99.8% | $9,540-99.7% |