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 | $39,342 | $102,966-61.8% | $90,281-56.4% | $152,861-74.3% |
| Participation rate | 70.6% | 75.9%-5.3pp | 73.3%-2.7pp | 82.4%-11.9pp |
| Annual return | -12.21% | 95.16%-107.4pp | 78.10%-90.3pp | 345.32%-357.5pp |
| Employer contribution / active EE | $1,764 | $3,139-43.8% | $2,854-38.2% | $4,762-63.0% |
| Participant deferral / active EE | $2,921 | $4,281-31.8% | $3,885-24.8% | $5,850-50.1% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |