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 | $24,499 | $138,065-82.3% | $123,544-80.2% | $135,375-81.9% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -9.96% | 153.68%-163.6pp | 119.20%-129.2pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,829 | $5,151-64.5% | $4,628-60.5% | $4,779-61.7% |
| Participant deferral / active EE | $5,038 | $6,799-25.9% | $6,426-21.6% | $5,609-10.2% |
| Admin fee / account holder | $70 | $10,916-99.4% | $9,284-99.2% | $10,827-99.4% |