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 | $72,635 | $129,942-44.1% | $104,294-30.4% | $134,475-46.0% |
| Participation rate | 71.4% | 79.5%-8.1pp | 73.3%-1.8pp | 81.2%-9.8pp |
| Annual return | -21.59% | 42.03%-63.6pp | 24.61%-46.2pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,986 | $4,184-52.5% | $3,372-41.1% | $4,740-58.1% |
| Participant deferral / active EE | $3,807 | $5,588-31.9% | $4,625-17.7% | $6,400-40.5% |
| Admin fee / account holder | $61 | $9,323-99.3% | $7,339-99.2% | $11,426-99.5% |