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 | $70,706 | $160,055-55.8% | $140,016-49.5% | $135,375-47.8% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -15.21% | 911.38%-926.6pp | 651.12%-666.3pp | 519.73%-534.9pp |
| Employer contribution / active EE | $3,841 | $6,420-40.2% | $5,606-31.5% | $4,779-19.6% |
| Participant deferral / active EE | $6,480 | $7,642-15.2% | $6,927-6.4% | $5,609+15.5% |
| Admin fee / account holder | $20 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |