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 | $39,562 | $97,757-59.5% | $83,848-52.8% | $135,375-70.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.89% | 1287.37%-1297.3pp | 850.88%-860.8pp | 519.73%-529.6pp |
| Employer contribution / active EE | $5,022 | $4,222+19.0% | $3,631+38.3% | $4,779+5.1% |
| Participant deferral / active EE | $6,168 | $4,682+31.7% | $4,082+51.1% | $5,609+10.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |