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 | $41,755 | $138,065-69.8% | $123,544-66.2% | $135,375-69.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.64% | 153.68%-167.3pp | 119.20%-132.8pp | 519.73%-533.4pp |
| Employer contribution / active EE | $3,373 | $5,151-34.5% | $4,628-27.1% | $4,779-29.4% |
| Participant deferral / active EE | $11,601 | $6,799+70.6% | $6,426+80.5% | $5,609+106.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |