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 | $85,523 | $138,044-38.0% | $125,339-31.8% | $134,475-36.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -22.96% | 750.33%-773.3pp | 572.05%-595.0pp | 417.96%-440.9pp |
| Employer contribution / active EE | $3,238 | $5,243-38.3% | $4,814-32.7% | $4,740-31.7% |
| Participant deferral / active EE | $9,155 | $7,799+17.4% | $7,446+22.9% | $6,400+43.1% |
| Admin fee / account holder | $295 | $11,571-97.5% | $10,010-97.1% | $11,426-97.4% |