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 | $32,116 | $97,757-67.1% | $83,848-61.7% | $135,375-76.3% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -10.21% | 1287.37%-1297.6pp | 850.88%-861.1pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,817 | $4,222-33.3% | $3,631-22.4% | $4,779-41.1% |
| Participant deferral / active EE | $8,671 | $4,682+85.2% | $4,082+112.4% | $5,609+54.6% |
| Admin fee / account holder | $136 | $6,674-98.0% | $5,478-97.5% | $10,827-98.7% |