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 | $9,867 | $90,600-89.1% | $79,464-87.6% | $135,375-92.7% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -13.03% | 977.43%-990.5pp | 718.14%-731.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $1,523 | $3,068-50.4% | $2,800-45.6% | $4,779-68.1% |
| Participant deferral / active EE | $2,754 | $4,050-32.0% | $3,704-25.6% | $5,609-50.9% |
| Admin fee / account holder | $218 | $5,907-96.3% | $5,113-95.7% | $10,827-98.0% |