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 | $26,044 | $138,065-81.1% | $123,544-78.9% | $135,375-80.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -31.41% | 153.68%-185.1pp | 119.20%-150.6pp | 519.73%-551.1pp |
| Employer contribution / active EE | $10,021 | $5,151+94.5% | $4,628+116.5% | $4,779+109.7% |
| Participant deferral / active EE | $9,112 | $6,799+34.0% | $6,426+41.8% | $5,609+62.5% |
| Admin fee / account holder | $213 | $10,916-98.1% | $9,284-97.7% | $10,827-98.0% |