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 | $33,410 | $97,757-65.8% | $83,848-60.2% | $135,375-75.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.02% | 1287.37%-1299.4pp | 850.88%-862.9pp | 519.73%-531.8pp |
| Employer contribution / active EE | $5,409 | $4,222+28.1% | $3,631+49.0% | $4,779+13.2% |
| Participant deferral / active EE | $7,680 | $4,682+64.0% | $4,082+88.2% | $5,609+36.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |