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 | $41,286 | $100,852-59.1% | $90,404-54.3% | $158,922-74.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | -1.00% | 1724.20%-1725.2pp | 1293.02%-1294.0pp | 302.83%-303.8pp |
| Employer contribution / active EE | $1,245 | $3,689-66.3% | $3,262-61.8% | $4,761-73.9% |
| Participant deferral / active EE | $3,055 | $4,348-29.7% | $3,963-22.9% | $5,982-48.9% |
| Admin fee / account holder | $23 | $6,501-99.6% | $5,611-99.6% | $11,246-99.8% |