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 | $53,850 | $138,065-61.0% | $123,544-56.4% | $135,375-60.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -11.56% | 153.68%-165.2pp | 119.20%-130.8pp | 519.73%-531.3pp |
| Employer contribution / active EE | $1,586 | $5,151-69.2% | $4,628-65.7% | $4,779-66.8% |
| Participant deferral / active EE | $8,140 | $6,799+19.7% | $6,426+26.7% | $5,609+45.1% |
| Admin fee / account holder | $240 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |