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 | $44,424 | $138,065-67.8% | $123,544-64.0% | $135,375-67.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.77% | 153.68%-165.5pp | 119.20%-131.0pp | 519.73%-531.5pp |
| Employer contribution / active EE | $7,300 | $5,151+41.7% | $4,628+57.7% | $4,779+52.8% |
| Participant deferral / active EE | $12,980 | $6,799+90.9% | $6,426+102.0% | $5,609+131.4% |
| Admin fee / account holder | $71 | $10,916-99.4% | $9,284-99.2% | $10,827-99.3% |