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 | $35,597 | $106,543-66.6% | $91,220-61.0% | $134,475-73.5% |
| Participation rate | 72.7% | 76.8%-4.1pp | 73.2%-0.5pp | 81.2%-8.5pp |
| Annual return | -23.04% | 160.60%-183.6pp | 114.01%-137.1pp | 417.96%-441.0pp |
| Employer contribution / active EE | $936 | $3,331-71.9% | $2,850-67.2% | $4,740-80.2% |
| Participant deferral / active EE | $4,414 | $4,719-6.5% | $4,234+4.3% | $6,400-31.0% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |