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 | $19,689 | $97,757-79.9% | $83,848-76.5% | $135,375-85.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.87% | 1287.37%-1297.2pp | 850.88%-860.7pp | 519.73%-529.6pp |
| Employer contribution / active EE | $4,285 | $4,222+1.5% | $3,631+18.0% | $4,779-10.3% |
| Participant deferral / active EE | $5,430 | $4,682+16.0% | $4,082+33.0% | $5,609-3.2% |
| Admin fee / account holder | $101 | $6,674-98.5% | $5,478-98.2% | $10,827-99.1% |