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 | $91,281 | $180,449-49.4% | $154,107-40.8% | $135,375-32.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -19.21% | 888.09%-907.3pp | 735.12%-754.3pp | 519.73%-538.9pp |
| Employer contribution / active EE | $1,458 | $6,035-75.8% | $5,298-72.5% | $4,779-69.5% |
| Participant deferral / active EE | $4,573 | $5,806-21.2% | $5,081-10.0% | $5,609-18.5% |
| Admin fee / account holder | $230 | $16,143-98.6% | $13,411-98.3% | $10,827-97.9% |