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 | $20,327 | $115,770-82.4% | $101,248-79.9% | $158,922-87.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -6.05% | 56.14%-62.2pp | 46.47%-52.5pp | 302.83%-308.9pp |
| Employer contribution / active EE | $3,602 | $4,175-13.7% | $3,660-1.6% | $4,761-24.4% |
| Participant deferral / active EE | $1,369 | $4,957-72.4% | $4,370-68.7% | $5,982-77.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |