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 | $39,894 | $160,055-75.1% | $140,016-71.5% | $135,375-70.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -10.83% | 911.38%-922.2pp | 651.12%-662.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $4,243 | $6,420-33.9% | $5,606-24.3% | $4,779-11.2% |
| Participant deferral / active EE | $9,692 | $7,642+26.8% | $6,927+39.9% | $5,609+72.8% |
| Admin fee / account holder | $123 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |