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 | $40,923 | $97,757-58.1% | $83,848-51.2% | $135,375-69.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -11.57% | 1287.37%-1298.9pp | 850.88%-862.4pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,788 | $4,222-34.0% | $3,631-23.2% | $4,779-41.7% |
| Participant deferral / active EE | $5,925 | $4,682+26.5% | $4,082+45.2% | $5,609+5.6% |
| Admin fee / account holder | $250 | $6,674-96.2% | $5,478-95.4% | $10,827-97.7% |