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 | $17,917 | $92,703-80.7% | $82,719-78.3% | $134,475-86.7% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -23.56% | 944.92%-968.5pp | 701.18%-724.7pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,852 | $3,274-43.4% | $3,009-38.4% | $4,740-60.9% |
| Participant deferral / active EE | $4,167 | $4,802-13.2% | $4,395-5.2% | $6,400-34.9% |
| Admin fee / account holder | $58 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |