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 | $29,739 | $106,515-72.1% | $96,683-69.2% | $139,434-78.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | -15.30% | 38.43%-53.7pp | 35.69%-51.0pp | 372.94%-388.2pp |
| Employer contribution / active EE | $1,862 | $4,103-54.6% | $3,737-50.2% | $4,751-60.8% |
| Participant deferral / active EE | $2,173 | $5,454-60.2% | $4,878-55.4% | $6,710-67.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |