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 | $76,928 | $97,757-21.3% | $83,848-8.3% | $135,375-43.2% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -13.01% | 1287.37%-1300.4pp | 850.88%-863.9pp | 519.73%-532.7pp |
| Employer contribution / active EE | $3,949 | $4,222-6.5% | $3,631+8.8% | $4,779-17.4% |
| Participant deferral / active EE | $4,019 | $4,682-14.2% | $4,082-1.5% | $5,609-28.4% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |