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 | $19,974 | $133,958-85.1% | $112,228-82.2% | $134,475-85.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -26.28% | 47.11%-73.4pp | 27.45%-53.7pp | 417.96%-444.2pp |
| Employer contribution / active EE | $1,404 | $4,038-65.2% | $3,635-61.4% | $4,740-70.4% |
| Participant deferral / active EE | $1,813 | $5,291-65.7% | $4,728-61.7% | $6,400-71.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |