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 | $56,133 | $95,862-41.4% | $79,550-29.4% | $134,475-58.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.27% | -2.69%-18.6pp | 0.16%-21.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,544 | $3,128-18.7% | $2,413+5.4% | $4,740-46.3% |
| Participant deferral / active EE | $7,723 | $4,693+64.6% | $3,985+93.8% | $6,400+20.7% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |