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 6-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 | $49,983 | $133,958-62.7% | $112,228-55.5% | $134,475-62.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -20.63% | 47.11%-67.7pp | 27.45%-48.1pp | 417.96%-438.6pp |
| Employer contribution / active EE | $900 | $4,038-77.7% | $3,635-75.2% | $4,740-81.0% |
| Participant deferral / active EE | $10,364 | $5,291+95.9% | $4,728+119.2% | $6,400+61.9% |
| Admin fee / account holder | $220 | $7,489-97.1% | $6,410-96.6% | $11,426-98.1% |