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 | $41,529 | $180,449-77.0% | $154,107-73.1% | $135,375-69.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -22.00% | 888.09%-910.1pp | 735.12%-757.1pp | 519.73%-541.7pp |
| Employer contribution / active EE | $3,616 | $6,035-40.1% | $5,298-31.7% | $4,779-24.3% |
| Participant deferral / active EE | $8,029 | $5,806+38.3% | $5,081+58.0% | $5,609+43.1% |
| Admin fee / account holder | $24 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |