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 | $33,862 | $99,640-66.0% | $86,436-60.8% | $134,475-74.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.73% | 6782.58%-6807.3pp | 4394.89%-4419.6pp | 417.96%-442.7pp |
| Employer contribution / active EE | $2,570 | $4,400-41.6% | $3,769-31.8% | $4,740-45.8% |
| Participant deferral / active EE | $2,570 | $7,246-64.5% | $6,952-63.0% | $6,400-59.8% |
| Admin fee / account holder | $260 | $8,371-96.9% | $6,731-96.1% | $11,426-97.7% |