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 | $10,774 | $90,600-88.1% | $79,464-86.4% | $135,375-92.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -10.98% | 977.43%-988.4pp | 718.14%-729.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $908 | $3,068-70.4% | $2,800-67.6% | $4,779-81.0% |
| Participant deferral / active EE | $1,065 | $4,050-73.7% | $3,704-71.2% | $5,609-81.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |