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 | $37,609 | $109,327-65.6% | $89,391-57.9% | $158,922-76.3% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | -1.06% | 345.68%-346.7pp | 245.62%-246.7pp | 302.83%-303.9pp |
| Employer contribution / active EE | $917 | $3,170-71.1% | $2,586-64.5% | $4,761-80.7% |
| Participant deferral / active EE | $1,347 | $4,598-70.7% | $3,890-65.4% | $5,982-77.5% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |