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 | $73,694 | $135,635-45.7% | $110,238-33.1% | $135,375-45.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.18% | 513.19%-522.4pp | 314.74%-323.9pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,765 | $4,906-64.0% | $3,826-53.9% | $4,779-63.1% |
| Participant deferral / active EE | $3,550 | $5,506-35.5% | $4,672-24.0% | $5,609-36.7% |
| Admin fee / account holder | $197 | $11,457-98.3% | $8,547-97.7% | $10,827-98.2% |