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 | $29,015 | $27,641+5.0% | $61,373-52.7% | $68,494-57.6% |
| Participation rate | 87.5% | 39.5%+48.0pp | 52.6%+34.9pp | 67.9%+19.6pp |
| Annual return | -22.02% | -13.24%-8.8pp | 338.61%-360.6pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,017 | $695+46.3% | $1,159-12.2% | $2,596-60.8% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |