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 | $60,495 | $104,106-41.9% | $71,086-14.9% | $135,375-55.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -68.77% | 1256.30%-1325.1pp | 650.59%-719.4pp | 519.73%-588.5pp |
| Employer contribution / active EE | $1,329 | $1,485-10.5% | $1,088+22.1% | $4,779-72.2% |
| Participant deferral / active EE | $1,688 | $2,527-33.2% | $1,874-9.9% | $5,609-69.9% |
| Admin fee / account holder | $9 | $4,142-99.8% | $3,082-99.7% | $10,827-99.9% |