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 | $43,074 | $167,484-74.3% | $151,611-71.6% | $134,475-68.0% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -22.23% | 7.80%-30.0pp | 3.33%-25.6pp | 417.96%-440.2pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,872 | $8,986-12.4% | $8,363-5.9% | $6,400+23.0% |
| Admin fee / account holder | $42 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |