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 | $26,046 | $82,630-68.5% | $64,105-59.4% | $125,391-79.2% |
| Participation rate | 88.9% | 75.9%+13.0pp | 68.2%+20.7pp | 83.2%+5.7pp |
| Annual return | -15.26% | 1489.72%-1505.0pp | 791.24%-806.5pp | 282.22%-297.5pp |
| Employer contribution / active EE | $4,147 | $2,671+55.2% | $1,820+127.9% | $4,866-14.8% |
| Participant deferral / active EE | $847 | $3,608-76.5% | $2,822-70.0% | $5,352-84.2% |
| Admin fee / account holder | $136 | $6,382-97.9% | $4,499-97.0% | $9,540-98.6% |