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 | $56,497 | $135,635-58.3% | $110,238-48.8% | $135,375-58.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.80% | 513.19%-522.0pp | 314.74%-323.5pp | 519.73%-528.5pp |
| Employer contribution / active EE | $4,222 | $4,906-13.9% | $3,826+10.3% | $4,779-11.6% |
| Participant deferral / active EE | $6,622 | $5,506+20.3% | $4,672+41.7% | $5,609+18.1% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |