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 | $25,512 | $90,600-71.8% | $79,464-67.9% | $135,375-81.2% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -12.78% | 977.43%-990.2pp | 718.14%-730.9pp | 519.73%-532.5pp |
| Employer contribution / active EE | $658 | $3,068-78.6% | $2,800-76.5% | $4,779-86.2% |
| Participant deferral / active EE | $8,662 | $4,050+113.9% | $3,704+133.9% | $5,609+54.4% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |