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 | $20,543 | $90,600-77.3% | $79,464-74.1% | $135,375-84.8% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -12.86% | 977.43%-990.3pp | 718.14%-731.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $949 | $3,068-69.1% | $2,800-66.1% | $4,779-80.1% |
| Participant deferral / active EE | $6,082 | $4,050+50.2% | $3,704+64.2% | $5,609+8.4% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |