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 | $26,000 | $127,386-79.6% | $115,037-77.4% | $125,391-79.3% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | -6.27% | 31.28%-37.5pp | 26.14%-32.4pp | 282.22%-288.5pp |
| Employer contribution / active EE | $1,487 | $5,166-71.2% | $4,608-67.7% | $4,866-69.4% |
| Participant deferral / active EE | $5,136 | $6,423-20.0% | $6,026-14.8% | $5,352-4.0% |
| Admin fee / account holder | $226 | $9,516-97.6% | $8,175-97.2% | $9,540-97.6% |