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 | $25,532 | $85,790-70.2% | $67,313-62.1% | $135,375-81.1% |
| Participation rate | 72.7% | 76.5%-3.7pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -11.47% | -0.54%-10.9pp | -4.08%-7.4pp | 519.73%-531.2pp |
| Employer contribution / active EE | $538 | $3,487-84.6% | $2,566-79.0% | $4,779-88.7% |
| Participant deferral / active EE | $1,191 | $4,651-74.4% | $3,568-66.6% | $5,609-78.8% |
| Admin fee / account holder | $177 | $6,392-97.2% | $4,507-96.1% | $10,827-98.4% |