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 | $87,912 | $109,904-20.0% | $97,167-9.5% | $145,959-39.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -4.85% | 243.43%-248.3pp | 75.27%-80.1pp | 561.95%-566.8pp |
| Employer contribution / active EE | $362 | $3,084-88.3% | $2,729-86.8% | $4,661-92.2% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $34 | $6,216-99.5% | $5,650-99.4% | $13,398-99.7% |