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 | $27,316 | $138,065-80.2% | $123,544-77.9% | $135,375-79.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -13.02% | 153.68%-166.7pp | 119.20%-132.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $4,364 | $5,151-15.3% | $4,628-5.7% | $4,779-8.7% |
| Participant deferral / active EE | $12,617 | $6,799+85.6% | $6,426+96.4% | $5,609+125.0% |
| Admin fee / account holder | $163 | $10,916-98.5% | $9,284-98.2% | $10,827-98.5% |