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 | $103,382 | $121,625-15.0% | $104,607-1.2% | $158,922-34.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -33.11% | 465.26%-498.4pp | 340.46%-373.6pp | 302.83%-335.9pp |
| Employer contribution / active EE | $2,272 | $3,163-28.2% | $2,681-15.2% | $4,761-52.3% |
| Participant deferral / active EE | $3,128 | $4,177-25.1% | $3,740-16.4% | $5,982-47.7% |
| Admin fee / account holder | $1 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |