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 | $31,936 | $81,632-60.9% | $70,449-54.7% | $158,922-79.9% |
| Participation rate | 71.4% | 77.7%-6.3pp | 75.1%-3.6pp | 82.0%-10.5pp |
| Annual return | -0.92% | 208.40%-209.3pp | 109.03%-109.9pp | 302.83%-303.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,358 | $4,554-70.2% | $3,709-63.4% | $5,982-77.3% |
| Admin fee / account holder | $168 | $6,193-97.3% | $3,845-95.6% | $11,246-98.5% |