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 | $20,803 | $97,757-78.7% | $83,848-75.2% | $135,375-84.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.56% | 1287.37%-1298.9pp | 850.88%-862.4pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,806 | $4,222-33.5% | $3,631-22.7% | $4,779-41.3% |
| Participant deferral / active EE | $3,071 | $4,682-34.4% | $4,082-24.7% | $5,609-45.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |