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 | $37,109 | $155,788-76.2% | $124,672-70.2% | $167,490-77.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | -0.28% | 17.97%-18.3pp | 5142.93%-5143.2pp | 478.56%-478.8pp |
| Employer contribution / active EE | $1,515 | $4,163-63.6% | $3,324-54.4% | $4,837-68.7% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $100 | $9,531-99.0% | $7,493-98.7% | $12,309-99.2% |