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 | $18,962 | $97,757-80.6% | $83,848-77.4% | $135,375-86.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -21.95% | 1287.37%-1309.3pp | 850.88%-872.8pp | 519.73%-541.7pp |
| Employer contribution / active EE | $1,409 | $4,222-66.6% | $3,631-61.2% | $4,779-70.5% |
| Participant deferral / active EE | $7,114 | $4,682+51.9% | $4,082+74.3% | $5,609+26.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |