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 | $61,004 | $131,829-53.7% | $108,579-43.8% | $273,961-77.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -35.31% | -91.57%+56.3pp | -51.70%+16.4pp | 41.45%-76.8pp |
| Employer contribution / active EE | $1,950 | $4,912-60.3% | $3,758-48.1% | $4,869-59.9% |
| Participant deferral / active EE | $6,500 | $5,127+26.8% | $4,311+50.8% | $5,287+22.9% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |