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 | $59,380 | $100,754-41.1% | $86,677-31.5% | $134,475-55.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -23.89% | 29.04%-52.9pp | 35.91%-59.8pp | 417.96%-441.9pp |
| Employer contribution / active EE | $1,455 | $3,489-58.3% | $2,836-48.7% | $4,740-69.3% |
| Participant deferral / active EE | $2,160 | $5,338-59.5% | $4,656-53.6% | $6,400-66.3% |
| Admin fee / account holder | $6 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |