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 | $20,781 | $76,000-72.7% | $154,107-86.5% | $64,186-67.6% |
| Participation rate | 79.3% | 70.4%+8.9pp | 83.0%-3.7pp | 69.6%+9.7pp |
| Annual return | -8.92% | 30.32%-39.2pp | 735.12%-744.0pp | 7.63%-16.6pp |
| Employer contribution / active EE | $2,249 | $3,351-32.9% | $5,298-57.5% | $2,381-5.5% |
| Participant deferral / active EE | $4,201 | $3,175+32.3% | $5,081-17.3% | $3,470+21.1% |
| Admin fee / account holder | $290 | $5,596-94.8% | $13,411-97.8% | $4,888-94.1% |