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 | $37,989 | $138,065-72.5% | $123,544-69.3% | $135,375-71.9% |
| Participation rate | 84.2% | 84.7%-0.5pp | 82.3%+1.9pp | 82.6%+1.6pp |
| Annual return | -11.88% | 153.68%-165.6pp | 119.20%-131.1pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,859 | $5,151-63.9% | $4,628-59.8% | $4,779-61.1% |
| Participant deferral / active EE | $3,118 | $6,799-54.1% | $6,426-51.5% | $5,609-44.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |