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 | $38,022 | $107,334-64.6% | $92,893-59.1% | $152,861-75.1% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | -15.17% | 145.58%-160.7pp | 109.41%-124.6pp | 345.32%-360.5pp |
| Employer contribution / active EE | $6,056 | $4,221+43.5% | $3,653+65.8% | $4,762+27.2% |
| Participant deferral / active EE | $6,294 | $4,845+29.9% | $4,236+48.6% | $5,850+7.6% |
| Admin fee / account holder | $24 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |