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 | $76,733 | $168,632-54.5% | $147,614-48.0% | $125,391-38.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.70% | 77.65%-86.3pp | 61.98%-70.7pp | 282.22%-290.9pp |
| Employer contribution / active EE | $4,066 | $6,252-35.0% | $5,564-26.9% | $4,866-16.4% |
| Participant deferral / active EE | $3,993 | $5,507-27.5% | $4,895-18.4% | $5,352-25.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |