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 | $30,726 | $127,386-75.9% | $115,037-73.3% | $125,391-75.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.36% | 31.28%-39.6pp | 26.14%-34.5pp | 282.22%-290.6pp |
| Employer contribution / active EE | $4,759 | $5,166-7.9% | $4,608+3.3% | $4,866-2.2% |
| Participant deferral / active EE | $12,024 | $6,423+87.2% | $6,026+99.5% | $5,352+124.7% |
| Admin fee / account holder | $117 | $9,516-98.8% | $8,175-98.6% | $9,540-98.8% |