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 | $28,361 | $104,106-72.8% | $71,086-60.1% | $135,375-79.0% |
| Participation rate | 71.4% | 65.7%+5.8pp | 54.7%+16.8pp | 82.6%-11.2pp |
| Annual return | -14.12% | 1256.30%-1270.4pp | 650.59%-664.7pp | 519.73%-533.9pp |
| Employer contribution / active EE | $6,390 | $1,485+330.3% | $1,088+487.5% | $4,779+33.7% |
| Participant deferral / active EE | $1,458 | $2,527-42.3% | $1,874-22.2% | $5,609-74.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |