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 | $32,448 | $142,344-77.2% | $119,609-72.9% | $134,475-75.9% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -25.37% | -12.44%-12.9pp | -14.97%-10.4pp | 417.96%-443.3pp |
| Employer contribution / active EE | $1,349 | $5,222-74.2% | $4,232-68.1% | $4,740-71.5% |
| Participant deferral / active EE | $1,976 | $6,469-69.5% | $5,602-64.7% | $6,400-69.1% |
| Admin fee / account holder | $19 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |