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 | $48,525 | $82,630-41.3% | $64,105-24.3% | $125,391-61.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -8.61% | 1489.72%-1498.3pp | 791.24%-799.9pp | 282.22%-290.8pp |
| Employer contribution / active EE | $2,417 | $2,671-9.5% | $1,820+32.8% | $4,866-50.3% |
| Participant deferral / active EE | $7,385 | $3,608+104.7% | $2,822+161.7% | $5,352+38.0% |
| Admin fee / account holder | $7 | $6,382-99.9% | $4,499-99.8% | $9,540-99.9% |