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 | $36,232 | $138,065-73.8% | $123,544-70.7% | $135,375-73.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -11.16% | 153.68%-164.8pp | 119.20%-130.4pp | 519.73%-530.9pp |
| Employer contribution / active EE | $2,675 | $5,151-48.1% | $4,628-42.2% | $4,779-44.0% |
| Participant deferral / active EE | $12,460 | $6,799+83.3% | $6,426+93.9% | $5,609+122.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |