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 | $17,276 | $90,600-80.9% | $79,464-78.3% | $135,375-87.2% |
| Participation rate | 86.7% | 76.0%+10.6pp | 73.3%+13.3pp | 82.6%+4.0pp |
| Annual return | -10.00% | 977.43%-987.4pp | 718.14%-728.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,429 | $3,068-53.4% | $2,800-49.0% | $4,779-70.1% |
| Participant deferral / active EE | $2,023 | $4,050-50.0% | $3,704-45.4% | $5,609-63.9% |
| Admin fee / account holder | $45 | $5,907-99.2% | $5,113-99.1% | $10,827-99.6% |