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 | $19,067 | $107,452-82.3% | $91,541-79.2% | $142,382-86.6% |
| Participation rate | 89.5% | 75.1%+14.4pp | 69.8%+19.7pp | 80.1%+9.4pp |
| Annual return | -64.18% | 22.06%-86.2pp | 20.50%-84.7pp | 217.08%-281.3pp |
| Employer contribution / active EE | $1,019 | $2,994-66.0% | $2,505-59.3% | $4,299-76.3% |
| Participant deferral / active EE | $2,911 | $4,754-38.8% | $4,008-27.4% | $6,507-55.3% |
| Admin fee / account holder | $139 | $8,834-98.4% | $6,956-98.0% | $12,624-98.9% |