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 | $24,490 | $97,757-74.9% | $83,848-70.8% | $135,375-81.9% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -12.82% | 1287.37%-1300.2pp | 850.88%-863.7pp | 519.73%-532.6pp |
| Employer contribution / active EE | $2,097 | $4,222-50.3% | $3,631-42.2% | $4,779-56.1% |
| Participant deferral / active EE | $7,054 | $4,682+50.7% | $4,082+72.8% | $5,609+25.8% |
| Admin fee / account holder | $72 | $6,674-98.9% | $5,478-98.7% | $10,827-99.3% |