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 | $19,479 | $84,695-77.0% | $73,843-73.6% | $125,391-84.5% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | -6.83% | 3123.53%-3130.4pp | 2267.84%-2274.7pp | 282.22%-289.1pp |
| Employer contribution / active EE | $2,287 | $3,123-26.8% | $2,787-18.0% | $4,866-53.0% |
| Participant deferral / active EE | $4,253 | $3,992+6.5% | $3,583+18.7% | $5,352-20.5% |
| Admin fee / account holder | $238 | $5,691-95.8% | $4,880-95.1% | $9,540-97.5% |