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 | $45,222 | $180,449-74.9% | $154,107-70.7% | $135,375-66.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.30% | 888.09%-899.4pp | 735.12%-746.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,716 | $6,035-71.6% | $5,298-67.6% | $4,779-64.1% |
| Participant deferral / active EE | $5,976 | $5,806+2.9% | $5,081+17.6% | $5,609+6.5% |
| Admin fee / account holder | $12 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |