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 | $36,826 | $97,757-62.3% | $83,848-56.1% | $135,375-72.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.99% | 1287.37%-1299.4pp | 850.88%-862.9pp | 519.73%-531.7pp |
| Employer contribution / active EE | $3,113 | $4,222-26.3% | $3,631-14.3% | $4,779-34.9% |
| Participant deferral / active EE | $13,019 | $4,682+178.1% | $4,082+219.0% | $5,609+132.1% |
| Admin fee / account holder | $30 | $6,674-99.6% | $5,478-99.5% | $10,827-99.7% |