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 | $27,407 | $90,320-69.7% | $59,496-53.9% | $125,391-78.1% |
| Participation rate | 92.3% | 68.3%+24.0pp | 54.6%+37.7pp | 83.2%+9.1pp |
| Annual return | -5.90% | 369.13%-375.0pp | 182.05%-187.9pp | 282.22%-288.1pp |
| Employer contribution / active EE | $821 | $1,792-54.2% | $1,153-28.8% | $4,866-83.1% |
| Participant deferral / active EE | $2,577 | $2,716-5.1% | $1,829+40.9% | $5,352-51.8% |
| Admin fee / account holder | $72 | $3,063-97.6% | $2,232-96.8% | $9,540-99.2% |