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 | $63,681 | $111,814-43.0% | $93,654-32.0% | $145,959-56.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -2.61% | 203.30%-205.9pp | 133.34%-136.0pp | 561.95%-564.6pp |
| Employer contribution / active EE | $1,809 | $3,092-41.5% | $2,421-25.3% | $4,661-61.2% |
| Participant deferral / active EE | $1,809 | $4,914-63.2% | $4,413-59.0% | $6,689-72.9% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |