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 | $48,396 | $180,449-73.2% | $154,107-68.6% | $135,375-64.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -9.03% | 888.09%-897.1pp | 735.12%-744.1pp | 519.73%-528.8pp |
| Employer contribution / active EE | $3,806 | $6,035-36.9% | $5,298-28.2% | $4,779-20.4% |
| Participant deferral / active EE | $7,826 | $5,806+34.8% | $5,081+54.0% | $5,609+39.5% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |