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 | $38,633 | $90,600-57.4% | $79,464-51.4% | $135,375-71.5% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -11.12% | 977.43%-988.5pp | 718.14%-729.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $2,952 | $3,068-3.8% | $2,800+5.4% | $4,779-38.2% |
| Participant deferral / active EE | $3,659 | $4,050-9.7% | $3,704-1.2% | $5,609-34.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |