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 | $18,094 | $84,695-78.6% | $73,843-75.5% | $125,391-85.6% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -5.78% | 3123.53%-3129.3pp | 2267.84%-2273.6pp | 282.22%-288.0pp |
| Employer contribution / active EE | $347 | $3,123-88.9% | $2,787-87.6% | $4,866-92.9% |
| Participant deferral / active EE | $1,690 | $3,992-57.7% | $3,583-52.8% | $5,352-68.4% |
| Admin fee / account holder | $30 | $5,691-99.5% | $4,880-99.4% | $9,540-99.7% |