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 | $28,760 | $138,065-79.2% | $123,544-76.7% | $135,375-78.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -17.76% | 153.68%-171.4pp | 119.20%-137.0pp | 519.73%-537.5pp |
| Employer contribution / active EE | $5,919 | $5,151+14.9% | $4,628+27.9% | $4,779+23.9% |
| Participant deferral / active EE | $9,472 | $6,799+39.3% | $6,426+47.4% | $5,609+68.9% |
| Admin fee / account holder | $71 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |