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 | $42,696 | $90,600-52.9% | $79,464-46.3% | $135,375-68.5% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -10.11% | 977.43%-987.5pp | 718.14%-728.3pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,201 | $3,068-60.9% | $2,800-57.1% | $4,779-74.9% |
| Participant deferral / active EE | $1,523 | $4,050-62.4% | $3,704-58.9% | $5,609-72.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |