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 | $75,541 | $138,044-45.3% | $125,339-39.7% | $134,475-43.8% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -28.48% | 750.33%-778.8pp | 572.05%-600.5pp | 417.96%-446.4pp |
| Employer contribution / active EE | $3,260 | $5,243-37.8% | $4,814-32.3% | $4,740-31.2% |
| Participant deferral / active EE | $6,234 | $7,799-20.1% | $7,446-16.3% | $6,400-2.6% |
| Admin fee / account holder | $120 | $11,571-99.0% | $10,010-98.8% | $11,426-98.9% |