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 | $50,080 | $180,449-72.2% | $154,107-67.5% | $135,375-63.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -12.95% | 888.09%-901.0pp | 735.12%-748.1pp | 519.73%-532.7pp |
| Employer contribution / active EE | $2,287 | $6,035-62.1% | $5,298-56.8% | $4,779-52.1% |
| Participant deferral / active EE | $6,448 | $5,806+11.1% | $5,081+26.9% | $5,609+15.0% |
| Admin fee / account holder | $31 | $16,143-99.8% | $13,411-99.8% | $10,827-99.7% |