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 | $49,612 | $156,846-68.4% | $121,098-59.0% | $139,434-64.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -6.12% | 1474.56%-1480.7pp | 985.75%-991.9pp | 372.94%-379.1pp |
| Employer contribution / active EE | $1,049 | $5,536-81.1% | $4,164-74.8% | $4,751-77.9% |
| Participant deferral / active EE | $3,289 | $4,844-32.1% | $4,080-19.4% | $6,710-51.0% |
| Admin fee / account holder | $299 | $6,946-95.7% | $5,644-94.7% | $11,403-97.4% |