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 | $28,277 | $97,757-71.1% | $83,848-66.3% | $135,375-79.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.30% | 1287.37%-1297.7pp | 850.88%-861.2pp | 519.73%-530.0pp |
| Employer contribution / active EE | $3,122 | $4,222-26.1% | $3,631-14.0% | $4,779-34.7% |
| Participant deferral / active EE | $6,369 | $4,682+36.0% | $4,082+56.0% | $5,609+13.6% |
| Admin fee / account holder | $219 | $6,674-96.7% | $5,478-96.0% | $10,827-98.0% |