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 | $13,988 | $90,600-84.6% | $79,464-82.4% | $135,375-89.7% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -9.90% | 977.43%-987.3pp | 718.14%-728.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,023 | $3,068-34.1% | $2,800-27.8% | $4,779-57.7% |
| Participant deferral / active EE | $2,813 | $4,050-30.6% | $3,704-24.1% | $5,609-49.9% |
| Admin fee / account holder | $41 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |