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 | $70,011 | $138,065-49.3% | $123,544-43.3% | $135,375-48.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.48% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $3,356 | $5,151-34.9% | $4,628-27.5% | $4,779-29.8% |
| Participant deferral / active EE | $5,914 | $6,799-13.0% | $6,426-8.0% | $5,609+5.4% |
| Admin fee / account holder | $80 | $10,916-99.3% | $9,284-99.1% | $10,827-99.3% |