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 | $75,719 | $108,919-30.5% | $100,391-24.6% | $145,922-48.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -47.83% | 57.88%-105.7pp | 49.20%-97.0pp | 561.29%-609.1pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,550 | $8,445-69.8% | $8,082-68.4% | $6,688-61.9% |
| Admin fee / account holder | $285 | $9,689-97.1% | $7,899-96.4% | $13,397-97.9% |