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 | $25,741 | $104,486-75.4% | $76,817-66.5% | $152,861-83.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | -80.00% | 1013.37%-1093.4pp | 1166.11%-1246.1pp | 345.32%-425.3pp |
| Employer contribution / active EE | $812 | $3,116-73.9% | $2,302-64.7% | $4,762-82.9% |
| Participant deferral / active EE | $1,649 | $4,236-61.1% | $3,336-50.6% | $5,850-71.8% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |