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 | $39,082 | $180,449-78.3% | $154,107-74.6% | $135,375-71.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -10.63% | 888.09%-898.7pp | 735.12%-745.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $5,102 | $6,035-15.5% | $5,298-3.7% | $4,779+6.8% |
| Participant deferral / active EE | $4,555 | $5,806-21.6% | $5,081-10.3% | $5,609-18.8% |
| Admin fee / account holder | $67 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |