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 | $23,220 | $95,193-75.6% | $76,523-69.7% | $135,375-82.8% |
| Participation rate | 72.7% | 74.4%-1.7pp | 68.0%+4.7pp | 82.6%-9.9pp |
| Annual return | -13.51% | 4.85%-18.4pp | -0.27%-13.2pp | 519.73%-533.2pp |
| Employer contribution / active EE | $1,962 | $3,302-40.6% | $2,647-25.9% | $4,779-59.0% |
| Participant deferral / active EE | $7,789 | $4,639+67.9% | $3,835+103.1% | $5,609+38.9% |
| Admin fee / account holder | $101 | $6,249-98.4% | $4,848-97.9% | $10,827-99.1% |