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 | $42,569 | $135,635-68.6% | $110,238-61.4% | $135,375-68.6% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -9.50% | 513.19%-522.7pp | 314.74%-324.2pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,837 | $4,906-62.6% | $3,826-52.0% | $4,779-61.6% |
| Participant deferral / active EE | $5,375 | $5,506-2.4% | $4,672+15.1% | $5,609-4.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |