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 | $51,916 | $82,630-37.2% | $64,105-19.0% | $125,391-58.6% |
| Participation rate | 84.6% | 75.9%+8.8pp | 68.2%+16.4pp | 83.2%+1.4pp |
| Annual return | -5.29% | 1489.72%-1495.0pp | 791.24%-796.5pp | 282.22%-287.5pp |
| Employer contribution / active EE | $4,849 | $2,671+81.5% | $1,820+166.4% | $4,866-0.4% |
| Participant deferral / active EE | $4,386 | $3,608+21.5% | $2,822+55.4% | $5,352-18.0% |
| Admin fee / account holder | $245 | $6,382-96.2% | $4,499-94.6% | $9,540-97.4% |