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 | $25,977 | $97,757-73.4% | $83,848-69.0% | $135,375-80.8% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -10.95% | 1287.37%-1298.3pp | 850.88%-861.8pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,012 | $4,222-76.0% | $3,631-72.1% | $4,779-78.8% |
| Participant deferral / active EE | $2,663 | $4,682-43.1% | $4,082-34.8% | $5,609-52.5% |
| Admin fee / account holder | $213 | $6,674-96.8% | $5,478-96.1% | $10,827-98.0% |