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 | $47,086 | $84,402-44.2% | $61,373-23.3% | $134,475-65.0% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -23.56% | 584.55%-608.1pp | 338.61%-362.2pp | 417.96%-441.5pp |
| Employer contribution / active EE | $826 | $1,544-46.5% | $1,159-28.8% | $4,740-82.6% |
| Participant deferral / active EE | $4,642 | $2,819+64.7% | $2,125+118.4% | $6,400-27.5% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |