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 | $81,195 | $92,703-12.4% | $82,719-1.8% | $134,475-39.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -28.81% | 944.92%-973.7pp | 701.18%-730.0pp | 417.96%-446.8pp |
| Employer contribution / active EE | $2,015 | $3,274-38.5% | $3,009-33.0% | $4,740-57.5% |
| Participant deferral / active EE | $6,276 | $4,802+30.7% | $4,395+42.8% | $6,400-1.9% |
| Admin fee / account holder | $53 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |