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 | $42,898 | $138,065-68.9% | $123,544-65.3% | $135,375-68.3% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -9.76% | 153.68%-163.4pp | 119.20%-129.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,287 | $5,151-36.2% | $4,628-29.0% | $4,779-31.2% |
| Participant deferral / active EE | $5,765 | $6,799-15.2% | $6,426-10.3% | $5,609+2.8% |
| Admin fee / account holder | $204 | $10,916-98.1% | $9,284-97.8% | $10,827-98.1% |