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 | $23,664 | $90,600-73.9% | $79,464-70.2% | $135,375-82.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -14.22% | 977.43%-991.7pp | 718.14%-732.4pp | 519.73%-534.0pp |
| Employer contribution / active EE | $2,597 | $3,068-15.4% | $2,800-7.3% | $4,779-45.7% |
| Participant deferral / active EE | $3,792 | $4,050-6.4% | $3,704+2.4% | $5,609-32.4% |
| Admin fee / account holder | $135 | $5,907-97.7% | $5,113-97.4% | $10,827-98.8% |