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 | $33,767 | $97,757-65.5% | $83,848-59.7% | $135,375-75.1% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -9.83% | 1287.37%-1297.2pp | 850.88%-860.7pp | 519.73%-529.6pp |
| Employer contribution / active EE | $6,227 | $4,222+47.5% | $3,631+71.5% | $4,779+30.3% |
| Participant deferral / active EE | $8,659 | $4,682+84.9% | $4,082+112.1% | $5,609+54.4% |
| Admin fee / account holder | $206 | $6,674-96.9% | $5,478-96.2% | $10,827-98.1% |