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 | $26,141 | $107,334-75.6% | $92,893-71.9% | $152,861-82.9% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.4%+10.9pp |
| Annual return | -52.96% | 145.58%-198.5pp | 109.41%-162.4pp | 345.32%-398.3pp |
| Employer contribution / active EE | $2,911 | $4,221-31.0% | $3,653-20.3% | $4,762-38.9% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $189 | $7,079-97.3% | $5,794-96.7% | $11,596-98.4% |