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 | $21,245 | $99,341-78.6% | $84,750-74.9% | $273,961-92.2% |
| Participation rate | 95.5% | 80.7%+14.8pp | 76.6%+18.9pp | 83.0%+12.4pp |
| Annual return | -8.31% | 22.93%-31.2pp | 22.78%-31.1pp | 41.45%-49.8pp |
| Employer contribution / active EE | $2,442 | $4,214-42.1% | $3,574-31.7% | $4,869-49.9% |
| Participant deferral / active EE | $1,328 | $4,269-68.9% | $3,712-64.2% | $5,287-74.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |