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 | $70,940 | $190,805-62.8% | $159,960-55.7% | $134,475-47.2% |
| Participation rate | 70.0% | 81.9%-11.9pp | 78.0%-8.0pp | 81.2%-11.2pp |
| Annual return | -47.07% | 552.23%-599.3pp | 408.60%-455.7pp | 417.96%-465.0pp |
| Employer contribution / active EE | $1,774 | $4,995-64.5% | $4,226-58.0% | $4,740-62.6% |
| Participant deferral / active EE | $4,880 | $6,923-29.5% | $6,182-21.1% | $6,400-23.7% |
| Admin fee / account holder | $9 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |