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 | $69,032 | $92,703-25.5% | $82,719-16.5% | $134,475-48.7% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -21.02% | 944.92%-965.9pp | 701.18%-722.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,874 | $3,274-12.2% | $3,009-4.5% | $4,740-39.4% |
| Participant deferral / active EE | $7,787 | $4,802+62.2% | $4,395+77.2% | $6,400+21.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |