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 | $28,618 | $135,635-78.9% | $110,238-74.0% | $135,375-78.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.19% | 513.19%-523.4pp | 314.74%-324.9pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,583 | $4,906-47.3% | $3,826-32.5% | $4,779-45.9% |
| Participant deferral / active EE | $10,279 | $5,506+86.7% | $4,672+120.0% | $5,609+83.3% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |