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 | $31,930 | $97,757-67.3% | $83,848-61.9% | $135,375-76.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -22.19% | 1287.37%-1309.6pp | 850.88%-873.1pp | 519.73%-541.9pp |
| Employer contribution / active EE | $18,107 | $4,222+328.9% | $3,631+398.7% | $4,779+278.9% |
| Participant deferral / active EE | $7,378 | $4,682+57.6% | $4,082+80.8% | $5,609+31.5% |
| Admin fee / account holder | $42 | $6,674-99.4% | $5,478-99.2% | $10,827-99.6% |