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 | $36,154 | $69,010-47.6% | $159,960-77.4% | $68,494-47.2% |
| Participation rate | 84.6% | 65.4%+19.2pp | 78.0%+6.7pp | 67.9%+16.7pp |
| Annual return | -27.94% | -9.65%-18.3pp | 408.60%-436.5pp | -7.84%-20.1pp |
| Employer contribution / active EE | $1,538 | $2,213-30.5% | $4,226-63.6% | $2,596-40.8% |
| Participant deferral / active EE | $4,580 | $4,212+8.7% | $6,182-25.9% | $4,027+13.7% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,698-100.0% | $5,403-100.0% |