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 | $78,966 | $92,703-14.8% | $82,719-4.5% | $134,475-41.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -23.66% | 944.92%-968.6pp | 701.18%-724.8pp | 417.96%-441.6pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,178 | $4,802-33.8% | $4,395-27.7% | $6,400-50.3% |
| Admin fee / account holder | $9 | $5,983-99.9% | $5,329-99.8% | $11,426-99.9% |