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 | $31,573 | $95,971-67.1% | $74,550-57.6% | $135,375-76.7% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | -9.37% | 56.96%-66.3pp | 32.53%-41.9pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,588 | $2,716-41.5% | $1,961-19.0% | $4,779-66.8% |
| Participant deferral / active EE | $2,053 | $3,843-46.6% | $3,108-34.0% | $5,609-63.4% |
| Admin fee / account holder | $285 | $6,522-95.6% | $5,060-94.4% | $10,827-97.4% |