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 | $32,101 | $138,044-76.7% | $125,339-74.4% | $134,475-76.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.28% | 750.33%-778.6pp | 572.05%-600.3pp | 417.96%-446.2pp |
| Employer contribution / active EE | $1,233 | $5,243-76.5% | $4,814-74.4% | $4,740-74.0% |
| Participant deferral / active EE | $3,390 | $7,799-56.5% | $7,446-54.5% | $6,400-47.0% |
| Admin fee / account holder | $14 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |