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 | $73,105 | $97,757-25.2% | $83,848-12.8% | $135,375-46.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.51% | 1287.37%-1297.9pp | 850.88%-861.4pp | 519.73%-530.2pp |
| Employer contribution / active EE | $4,051 | $4,222-4.0% | $3,631+11.6% | $4,779-15.2% |
| Participant deferral / active EE | $4,817 | $4,682+2.9% | $4,082+18.0% | $5,609-14.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |