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 | $36,716 | $180,449-79.7% | $154,107-76.2% | $135,375-72.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -12.97% | 888.09%-901.1pp | 735.12%-748.1pp | 519.73%-532.7pp |
| Employer contribution / active EE | $1,532 | $6,035-74.6% | $5,298-71.1% | $4,779-67.9% |
| Participant deferral / active EE | $7,845 | $5,806+35.1% | $5,081+54.4% | $5,609+39.9% |
| Admin fee / account holder | $58 | $16,143-99.6% | $13,411-99.6% | $10,827-99.5% |