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 | $17,265 | $97,757-82.3% | $83,848-79.4% | $135,375-87.2% |
| Participation rate | 72.2% | 80.0%-7.7pp | 76.1%-3.9pp | 82.6%-10.4pp |
| Annual return | -11.87% | 1287.37%-1299.2pp | 850.88%-862.7pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,347 | $4,222-68.1% | $3,631-62.9% | $4,779-71.8% |
| Participant deferral / active EE | $2,730 | $4,682-41.7% | $4,082-33.1% | $5,609-51.3% |
| Admin fee / account holder | $124 | $6,674-98.1% | $5,478-97.7% | $10,827-98.9% |