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 | $32,097 | $88,710-63.8% | $81,783-60.8% | $145,959-78.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -6.06% | 1027.26%-1033.3pp | 775.05%-781.1pp | 561.95%-568.0pp |
| Employer contribution / active EE | $2,290 | $3,083-25.7% | $2,913-21.4% | $4,661-50.9% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $262 | $8,407-96.9% | $7,380-96.4% | $13,398-98.0% |