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 | $16,256 | $90,600-82.1% | $79,464-79.5% | $135,375-88.0% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -11.77% | 977.43%-989.2pp | 718.14%-729.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $1,325 | $3,068-56.8% | $2,800-52.7% | $4,779-72.3% |
| Participant deferral / active EE | $3,294 | $4,050-18.7% | $3,704-11.1% | $5,609-41.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |