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 | $65,626 | $135,635-51.6% | $110,238-40.5% | $135,375-51.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.12% | 513.19%-523.3pp | 314.74%-324.9pp | 519.73%-529.9pp |
| Employer contribution / active EE | $3,400 | $4,906-30.7% | $3,826-11.1% | $4,779-28.9% |
| Participant deferral / active EE | $1,709 | $5,506-69.0% | $4,672-63.4% | $5,609-69.5% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |