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 | $38,561 | $100,852-61.8% | $90,404-57.3% | $158,922-75.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | -8.54% | 1724.20%-1732.7pp | 1293.02%-1301.6pp | 302.83%-311.4pp |
| Employer contribution / active EE | $1,738 | $3,689-52.9% | $3,262-46.7% | $4,761-63.5% |
| Participant deferral / active EE | $4,171 | $4,348-4.1% | $3,963+5.2% | $5,982-30.3% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |