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 | $76,830 | $127,386-39.7% | $115,037-33.2% | $125,391-38.7% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -7.38% | 31.28%-38.7pp | 26.14%-33.5pp | 282.22%-289.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,915 | $6,423-54.6% | $6,026-51.6% | $5,352-45.5% |
| Admin fee / account holder | $14 | $9,516-99.9% | $8,175-99.8% | $9,540-99.9% |