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 | $36,142 | $138,065-73.8% | $123,544-70.7% | $135,375-73.3% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -10.91% | 153.68%-164.6pp | 119.20%-130.1pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,402 | $5,151-53.4% | $4,628-48.1% | $4,779-49.7% |
| Participant deferral / active EE | $5,820 | $6,799-14.4% | $6,426-9.4% | $5,609+3.8% |
| Admin fee / account holder | $276 | $10,916-97.5% | $9,284-97.0% | $10,827-97.4% |