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 3-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 | $35,680 | $149,040-76.1% | $120,225-70.3% | $137,256-74.0% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | -4.35% | 605.68%-610.0pp | 439.23%-443.6pp | 220.34%-224.7pp |
| Employer contribution / active EE | $432 | $4,350-90.1% | $3,475-87.6% | $4,156-89.6% |
| Participant deferral / active EE | $879 | $4,655-81.1% | $3,999-78.0% | $6,407-86.3% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |