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 | $32,442 | $97,757-66.8% | $83,848-61.3% | $135,375-76.0% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | -14.97% | 1287.37%-1302.3pp | 850.88%-865.8pp | 519.73%-534.7pp |
| Employer contribution / active EE | $1,527 | $4,222-63.8% | $3,631-58.0% | $4,779-68.1% |
| Participant deferral / active EE | $3,270 | $4,682-30.2% | $4,082-19.9% | $5,609-41.7% |
| Admin fee / account holder | $7 | $6,674-99.9% | $5,478-99.9% | $10,827-99.9% |