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 | $23,159 | $82,630-72.0% | $64,105-63.9% | $125,391-81.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.53% | 1489.72%-1494.3pp | 791.24%-795.8pp | 282.22%-286.8pp |
| Employer contribution / active EE | $11,762 | $2,671+340.3% | $1,820+546.3% | $4,866+141.7% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $183 | $6,382-97.1% | $4,499-95.9% | $9,540-98.1% |