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 | $43,586 | $82,630-47.3% | $64,105-32.0% | $125,391-65.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.08% | 1489.72%-1493.8pp | 791.24%-795.3pp | 282.22%-286.3pp |
| Employer contribution / active EE | $21,232 | $2,671+694.8% | $1,820+1066.6% | $4,866+336.3% |
| Participant deferral / active EE | $8,625 | $3,608+139.0% | $2,822+205.7% | $5,352+61.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |