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 | $30,475 | $67,331-54.7% | $60,874-49.9% | $134,475-77.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.1%-3.1pp | 81.2%-11.2pp |
| Annual return | -20.97% | 49.93%-70.9pp | 16.90%-37.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,395 | $3,096-22.7% | $2,701-11.4% | $4,740-49.5% |
| Participant deferral / active EE | $3,989 | $4,538-12.1% | $3,817+4.5% | $6,400-37.7% |
| Admin fee / account holder | $32 | $4,582-99.3% | $3,224-99.0% | $11,426-99.7% |