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 | $14,858 | $100,852-85.3% | $90,404-83.6% | $158,922-90.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | -5.93% | 1724.20%-1730.1pp | 1293.02%-1298.9pp | 302.83%-308.8pp |
| Employer contribution / active EE | $3,035 | $3,689-17.7% | $3,262-7.0% | $4,761-36.3% |
| Participant deferral / active EE | $4,335 | $4,348-0.3% | $3,963+9.4% | $5,982-27.5% |
| Admin fee / account holder | $78 | $6,501-98.8% | $5,611-98.6% | $11,246-99.3% |