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 | $21,041 | $138,044-84.8% | $125,339-83.2% | $134,475-84.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -25.82% | 750.33%-776.1pp | 572.05%-597.9pp | 417.96%-443.8pp |
| Employer contribution / active EE | $2,127 | $5,243-59.4% | $4,814-55.8% | $4,740-55.1% |
| Participant deferral / active EE | $3,389 | $7,799-56.5% | $7,446-54.5% | $6,400-47.1% |
| Admin fee / account holder | $289 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |