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 | $48,801 | $90,600-46.1% | $79,464-38.6% | $135,375-64.0% |
| Participation rate | 86.7% | 76.0%+10.6pp | 73.3%+13.3pp | 82.6%+4.0pp |
| Annual return | -10.37% | 977.43%-987.8pp | 718.14%-728.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,359 | $3,068-55.7% | $2,800-51.5% | $4,779-71.6% |
| Participant deferral / active EE | $3,194 | $4,050-21.1% | $3,704-13.8% | $5,609-43.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |