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 | $38,995 | $142,344-72.6% | $119,609-67.4% | $134,475-71.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -40.17% | -12.44%-27.7pp | -14.97%-25.2pp | 417.96%-458.1pp |
| Employer contribution / active EE | $4,112 | $5,222-21.3% | $4,232-2.8% | $4,740-13.3% |
| Participant deferral / active EE | $8,721 | $6,469+34.8% | $5,602+55.7% | $6,400+36.3% |
| Admin fee / account holder | $17 | $13,584-99.9% | $10,323-99.8% | $11,426-99.9% |