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 | $23,136 | $92,703-75.0% | $82,719-72.0% | $134,475-82.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.05% | 944.92%-968.0pp | 701.18%-724.2pp | 417.96%-441.0pp |
| Employer contribution / active EE | $3,146 | $3,274-3.9% | $3,009+4.6% | $4,740-33.6% |
| Participant deferral / active EE | $8,094 | $4,802+68.6% | $4,395+84.2% | $6,400+26.5% |
| Admin fee / account holder | $145 | $5,983-97.6% | $5,329-97.3% | $11,426-98.7% |