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 | $20,032 | $95,971-79.1% | $74,550-73.1% | $135,375-85.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.39% | 56.96%-68.4pp | 32.53%-43.9pp | 519.73%-531.1pp |
| Employer contribution / active EE | $2,196 | $2,716-19.1% | $1,961+12.0% | $4,779-54.0% |
| Participant deferral / active EE | $4,606 | $3,843+19.8% | $3,108+48.2% | $5,609-17.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |