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 | $46,665 | $99,640-53.2% | $86,436-46.0% | $134,475-65.3% |
| Participation rate | 91.7% | 82.0%+9.6pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -22.52% | 6782.58%-6805.1pp | 4394.89%-4417.4pp | 417.96%-440.5pp |
| Employer contribution / active EE | $3,969 | $4,400-9.8% | $3,769+5.3% | $4,740-16.3% |
| Participant deferral / active EE | $8,602 | $7,246+18.7% | $6,952+23.7% | $6,400+34.4% |
| Admin fee / account holder | $6 | $8,371-99.9% | $6,731-99.9% | $11,426-99.9% |