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 | $56,754 | $180,449-68.5% | $154,107-63.2% | $135,375-58.1% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -10.66% | 888.09%-898.8pp | 735.12%-745.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $4,052 | $6,035-32.9% | $5,298-23.5% | $4,779-15.2% |
| Participant deferral / active EE | $7,254 | $5,806+24.9% | $5,081+42.8% | $5,609+29.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |