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 | $21,863 | $176,662-87.6% | $130,648-83.3% | $152,861-85.7% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.4%-2.4pp |
| Annual return | -35.06% | 2692.24%-2727.3pp | 1708.96%-1744.0pp | 345.32%-380.4pp |
| Employer contribution / active EE | $773 | $5,742-86.5% | $4,092-81.1% | $4,762-83.8% |
| Participant deferral / active EE | $2,238 | $4,361-48.7% | $3,603-37.9% | $5,850-61.8% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |