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 | $69,956 | $160,055-56.3% | $140,016-50.0% | $135,375-48.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -9.89% | 911.38%-921.3pp | 651.12%-661.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,971 | $7,642-48.0% | $6,927-42.7% | $5,609-29.2% |
| Admin fee / account holder | $58 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |