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 | $46,881 | $138,065-66.0% | $123,544-62.1% | $135,375-65.4% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -9.47% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,136 | $5,151-77.9% | $4,628-75.5% | $4,779-76.2% |
| Participant deferral / active EE | $3,763 | $6,799-44.7% | $6,426-41.4% | $5,609-32.9% |
| Admin fee / account holder | $83 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |