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 | $17,943 | $97,757-81.6% | $83,848-78.6% | $135,375-86.7% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -17.97% | 1287.37%-1305.3pp | 850.88%-868.8pp | 519.73%-537.7pp |
| Employer contribution / active EE | $4,333 | $4,222+2.6% | $3,631+19.3% | $4,779-9.3% |
| Participant deferral / active EE | $13,200 | $4,682+181.9% | $4,082+223.4% | $5,609+135.3% |
| Admin fee / account holder | $271 | $6,674-95.9% | $5,478-95.1% | $10,827-97.5% |