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 | $48,490 | $135,635-64.2% | $110,238-56.0% | $135,375-64.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.43% | 513.19%-524.6pp | 314.74%-326.2pp | 519.73%-531.2pp |
| Employer contribution / active EE | $2,386 | $4,906-51.4% | $3,826-37.7% | $4,779-50.1% |
| Participant deferral / active EE | $7,402 | $5,506+34.4% | $4,672+58.4% | $5,609+32.0% |
| Admin fee / account holder | $6 | $11,457-100.0% | $8,547-99.9% | $10,827-99.9% |