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 | $64,975 | $105,998-38.7% | $92,233-29.6% | $147,584-56.0% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | -3.55% | 50.05%-53.6pp | 176.28%-179.8pp | 578.55%-582.1pp |
| Employer contribution / active EE | $4,802 | $4,333+10.8% | $3,679+30.5% | $4,876-1.5% |
| Participant deferral / active EE | $15,038 | $4,478+235.8% | $3,897+285.9% | $5,439+176.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |