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 | $25,902 | $92,703-72.1% | $82,719-68.7% | $134,475-80.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -24.58% | 944.92%-969.5pp | 701.18%-725.8pp | 417.96%-442.5pp |
| Employer contribution / active EE | $2,306 | $3,274-29.6% | $3,009-23.4% | $4,740-51.3% |
| Participant deferral / active EE | $4,265 | $4,802-11.2% | $4,395-3.0% | $6,400-33.4% |
| Admin fee / account holder | $222 | $5,983-96.3% | $5,329-95.8% | $11,426-98.1% |