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 | $31,907 | $160,055-80.1% | $140,016-77.2% | $135,375-76.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -12.00% | 911.38%-923.4pp | 651.12%-663.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $1,823 | $6,420-71.6% | $5,606-67.5% | $4,779-61.9% |
| Participant deferral / active EE | $4,049 | $7,642-47.0% | $6,927-41.5% | $5,609-27.8% |
| Admin fee / account holder | $218 | $13,328-98.4% | $10,705-98.0% | $10,827-98.0% |