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 | $46,623 | $95,971-51.4% | $74,550-37.5% | $135,375-65.6% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -23.12% | 56.96%-80.1pp | 32.53%-55.6pp | 519.73%-542.8pp |
| Employer contribution / active EE | $1,124 | $2,716-58.6% | $1,961-42.7% | $4,779-76.5% |
| Participant deferral / active EE | $1,585 | $3,843-58.8% | $3,108-49.0% | $5,609-71.7% |
| Admin fee / account holder | $12 | $6,522-99.8% | $5,060-99.8% | $10,827-99.9% |