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 | $40,422 | $211,958-80.9% | $169,463-76.1% | $135,375-70.1% |
| Participation rate | 82.4% | 82.6%-0.3pp | 77.8%+4.6pp | 82.6%-0.3pp |
| Annual return | -11.30% | 3.26%-14.6pp | 1.83%-13.1pp | 519.73%-531.0pp |
| Employer contribution / active EE | $3,153 | $5,120-38.4% | $4,159-24.2% | $4,779-34.0% |
| Participant deferral / active EE | $8,373 | $6,075+37.8% | $5,277+58.7% | $5,609+49.3% |
| Admin fee / account holder | $97 | $11,471-99.2% | $9,109-98.9% | $10,827-99.1% |