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 | $77,743 | $160,055-51.4% | $140,016-44.5% | $135,375-42.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -11.14% | 911.38%-922.5pp | 651.12%-662.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $8,350 | $6,420+30.1% | $5,606+49.0% | $4,779+74.7% |
| Participant deferral / active EE | $10,472 | $7,642+37.0% | $6,927+51.2% | $5,609+86.7% |
| Admin fee / account holder | $237 | $13,328-98.2% | $10,705-97.8% | $10,827-97.8% |