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 | $49,039 | $167,307-70.7% | $143,757-65.9% | $134,475-63.5% |
| Participation rate | 82.6% | 84.8%-2.2pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -23.82% | 0.46%-24.3pp | -0.04%-23.8pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,860 | $5,619-66.9% | $4,951-62.4% | $4,740-60.7% |
| Participant deferral / active EE | $4,934 | $6,446-23.5% | $5,637-12.5% | $6,400-22.9% |
| Admin fee / account holder | $17 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |