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 | $50,599 | $167,307-69.8% | $143,757-64.8% | $134,475-62.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -21.21% | 0.46%-21.7pp | -0.04%-21.2pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,134 | $5,619-62.0% | $4,951-56.9% | $4,740-55.0% |
| Participant deferral / active EE | $2,720 | $6,446-57.8% | $5,637-51.8% | $6,400-57.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |