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 | $63,897 | $84,695-24.6% | $73,843-13.5% | $125,391-49.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.63% | 3123.53%-3127.2pp | 2267.84%-2271.5pp | 282.22%-285.9pp |
| Employer contribution / active EE | $1,000 | $3,123-68.0% | $2,787-64.1% | $4,866-79.4% |
| Participant deferral / active EE | $1,899 | $3,992-52.4% | $3,583-47.0% | $5,352-64.5% |
| Admin fee / account holder | $291 | $5,691-94.9% | $4,880-94.0% | $9,540-97.0% |