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 | $67,875 | $168,632-59.7% | $147,614-54.0% | $125,391-45.9% |
| Participation rate | 78.6% | 88.8%-10.2pp | 84.6%-6.0pp | 83.2%-4.6pp |
| Annual return | -4.47% | 77.65%-82.1pp | 61.98%-66.4pp | 282.22%-286.7pp |
| Employer contribution / active EE | $1,973 | $6,252-68.4% | $5,564-64.5% | $4,866-59.5% |
| Participant deferral / active EE | $4,119 | $5,507-25.2% | $4,895-15.9% | $5,352-23.0% |
| Admin fee / account holder | $272 | $13,580-98.0% | $11,611-97.7% | $9,540-97.2% |