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 | $36,203 | $101,069-64.2% | $81,478-55.6% | $147,584-75.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | -12.67% | 32.40%-45.1pp | 38.78%-51.4pp | 578.55%-591.2pp |
| Employer contribution / active EE | $1,826 | $3,205-43.0% | $2,568-28.9% | $4,876-62.6% |
| Participant deferral / active EE | $3,984 | $4,242-6.1% | $3,537+12.7% | $5,439-26.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |