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 | $24,690 | $88,594-72.1% | $70,092-64.8% | $134,475-81.6% |
| Participation rate | 76.2% | 74.9%+1.3pp | 70.5%+5.7pp | 81.2%-5.0pp |
| Annual return | -21.31% | 442.67%-464.0pp | 190.73%-212.0pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,403 | $3,233-56.6% | $2,559-45.2% | $4,740-70.4% |
| Participant deferral / active EE | $3,373 | $4,772-29.3% | $3,849-12.4% | $6,400-47.3% |
| Admin fee / account holder | $19 | $10,441-99.8% | $6,267-99.7% | $11,426-99.8% |