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 | $40,230 | $180,449-77.7% | $154,107-73.9% | $135,375-70.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -9.62% | 888.09%-897.7pp | 735.12%-744.7pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,280 | $6,035-78.8% | $5,298-75.8% | $4,779-73.2% |
| Participant deferral / active EE | $2,335 | $5,806-59.8% | $5,081-54.0% | $5,609-58.4% |
| Admin fee / account holder | $164 | $16,143-99.0% | $13,411-98.8% | $10,827-98.5% |