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 | $23,812 | $85,790-72.2% | $67,313-64.6% | $135,375-82.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -12.42% | -0.54%-11.9pp | -4.08%-8.3pp | 519.73%-532.2pp |
| Employer contribution / active EE | $2,776 | $3,487-20.4% | $2,566+8.2% | $4,779-41.9% |
| Participant deferral / active EE | $3,376 | $4,651-27.4% | $3,568-5.4% | $5,609-39.8% |
| Admin fee / account holder | $150 | $6,392-97.7% | $4,507-96.7% | $10,827-98.6% |