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 | $74,691 | $99,020-24.6% | $86,590-13.7% | $147,584-49.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -14.95% | 1312.34%-1327.3pp | 964.84%-979.8pp | 578.55%-593.5pp |
| Employer contribution / active EE | $7,337 | $3,132+134.3% | $2,839+158.4% | $4,876+50.5% |
| Participant deferral / active EE | $5,810 | $3,972+46.3% | $3,609+61.0% | $5,439+6.8% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |