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 | $52,902 | $99,640-46.9% | $86,436-38.8% | $134,475-60.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.08% | 6782.58%-6805.7pp | 4394.89%-4418.0pp | 417.96%-441.0pp |
| Employer contribution / active EE | $2,932 | $4,400-33.4% | $3,769-22.2% | $4,740-38.1% |
| Participant deferral / active EE | $3,413 | $7,246-52.9% | $6,952-50.9% | $6,400-46.7% |
| Admin fee / account holder | $10 | $8,371-99.9% | $6,731-99.9% | $11,426-99.9% |