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 | $34,594 | $148,534-76.7% | $135,903-74.5% | $139,434-75.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | -28.42% | 79.19%-107.6pp | 68.23%-96.6pp | 372.94%-401.4pp |
| Employer contribution / active EE | $1,523 | $5,243-70.9% | $4,856-68.6% | $4,751-67.9% |
| Participant deferral / active EE | $6,750 | $8,100-16.7% | $7,758-13.0% | $6,710+0.6% |
| Admin fee / account holder | $296 | $12,400-97.6% | $10,762-97.3% | $11,403-97.4% |