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 | $24,458 | $138,044-82.3% | $125,339-80.5% | $134,475-81.8% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -22.96% | 750.33%-773.3pp | 572.05%-595.0pp | 417.96%-440.9pp |
| Employer contribution / active EE | $3,240 | $5,243-38.2% | $4,814-32.7% | $4,740-31.6% |
| Participant deferral / active EE | $5,255 | $7,799-32.6% | $7,446-29.4% | $6,400-17.9% |
| Admin fee / account holder | $272 | $11,571-97.6% | $10,010-97.3% | $11,426-97.6% |