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 | $46,596 | $142,344-67.3% | $119,609-61.0% | $134,475-65.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -20.62% | -12.44%-8.2pp | -14.97%-5.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $9,261 | $5,222+77.3% | $4,232+118.8% | $4,740+95.4% |
| Participant deferral / active EE | $13,022 | $6,469+101.3% | $5,602+132.5% | $6,400+103.5% |
| Admin fee / account holder | $24 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |