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 | $46,922 | $97,757-52.0% | $83,848-44.0% | $135,375-65.3% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -10.23% | 1287.37%-1297.6pp | 850.88%-861.1pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,036 | $4,222-75.5% | $3,631-71.5% | $4,779-78.3% |
| Participant deferral / active EE | $2,785 | $4,682-40.5% | $4,082-31.8% | $5,609-50.3% |
| Admin fee / account holder | $46 | $6,674-99.3% | $5,478-99.2% | $10,827-99.6% |