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 | $41,221 | $76,000-45.8% | $154,107-73.3% | $64,186-35.8% |
| Participation rate | 79.0% | 70.4%+8.6pp | 83.0%-4.0pp | 69.6%+9.5pp |
| Annual return | -24.22% | 30.32%-54.5pp | 735.12%-759.3pp | 7.63%-31.9pp |
| Employer contribution / active EE | $2,761 | $3,351-17.6% | $5,298-47.9% | $2,381+16.0% |
| Participant deferral / active EE | $5,358 | $3,175+68.7% | $5,081+5.5% | $3,470+54.4% |
| Admin fee / account holder | $109 | $5,596-98.1% | $13,411-99.2% | $4,888-97.8% |