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 | $40,202 | $84,402-52.4% | $61,373-34.5% | $134,475-70.1% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -28.80% | 584.55%-613.3pp | 338.61%-367.4pp | 417.96%-446.8pp |
| Employer contribution / active EE | $747 | $1,544-51.6% | $1,159-35.6% | $4,740-84.2% |
| Participant deferral / active EE | $3,097 | $2,819+9.9% | $2,125+45.7% | $6,400-51.6% |
| Admin fee / account holder | $137 | $2,585-94.7% | $2,130-93.6% | $11,426-98.8% |