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 | $31,378 | $95,862-67.3% | $79,550-60.6% | $134,475-76.7% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -20.97% | -2.69%-18.3pp | 0.16%-21.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,854 | $3,128-40.7% | $2,413-23.2% | $4,740-60.9% |
| Participant deferral / active EE | $3,661 | $4,693-22.0% | $3,985-8.1% | $6,400-42.8% |
| Admin fee / account holder | $25 | $9,126-99.7% | $6,832-99.6% | $11,426-99.8% |