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 | $16,300 | $76,000-78.6% | $154,107-89.4% | $64,186-74.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.41% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $776 | $3,351-76.8% | $5,298-85.4% | $2,381-67.4% |
| Participant deferral / active EE | $1,475 | $3,175-53.5% | $5,081-71.0% | $3,470-57.5% |
| Admin fee / account holder | $134 | $5,596-97.6% | $13,411-99.0% | $4,888-97.3% |