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 | $24,129 | $138,065-82.5% | $123,544-80.5% | $135,375-82.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -15.53% | 153.68%-169.2pp | 119.20%-134.7pp | 519.73%-535.3pp |
| Employer contribution / active EE | $4,345 | $5,151-15.6% | $4,628-6.1% | $4,779-9.1% |
| Participant deferral / active EE | $4,440 | $6,799-34.7% | $6,426-30.9% | $5,609-20.8% |
| Admin fee / account holder | $135 | $10,916-98.8% | $9,284-98.5% | $10,827-98.8% |