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 | $24,986 | $138,065-81.9% | $123,544-79.8% | $135,375-81.5% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -12.44% | 153.68%-166.1pp | 119.20%-131.6pp | 519.73%-532.2pp |
| Employer contribution / active EE | $2,270 | $5,151-55.9% | $4,628-51.0% | $4,779-52.5% |
| Participant deferral / active EE | $4,068 | $6,799-40.2% | $6,426-36.7% | $5,609-27.5% |
| Admin fee / account holder | $178 | $10,916-98.4% | $9,284-98.1% | $10,827-98.4% |