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 | $55,256 | $165,984-66.7% | $164,813-66.5% | $145,922-62.1% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.6%-1.7pp | 80.3%-3.4pp |
| Annual return | -15.67% | 100.03%-115.7pp | 69.93%-85.6pp | 561.29%-577.0pp |
| Employer contribution / active EE | $1,791 | $5,273-66.0% | $4,341-58.7% | $4,660-61.6% |
| Participant deferral / active EE | $12,346 | $6,959+77.4% | $6,031+104.7% | $6,688+84.6% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |