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 | $52,341 | $152,509-65.7% | $117,472-55.4% | $134,475-61.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.24% | 52.99%-74.2pp | 29.74%-51.0pp | 417.96%-439.2pp |
| Employer contribution / active EE | $6,140 | $5,571+10.2% | $4,176+47.0% | $4,740+29.5% |
| Participant deferral / active EE | $2,900 | $4,818-39.8% | $4,070-28.8% | $6,400-54.7% |
| Admin fee / account holder | $7 | $7,004-99.9% | $5,645-99.9% | $11,426-99.9% |