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 | $18,197 | $99,640-81.7% | $86,436-78.9% | $134,475-86.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.79% | 6782.58%-6806.4pp | 4394.89%-4418.7pp | 417.96%-441.8pp |
| Employer contribution / active EE | $659 | $4,400-85.0% | $3,769-82.5% | $4,740-86.1% |
| Participant deferral / active EE | $6,250 | $7,246-13.7% | $6,952-10.1% | $6,400-2.3% |
| Admin fee / account holder | $286 | $8,371-96.6% | $6,731-95.7% | $11,426-97.5% |