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 | $20,958 | $91,911-77.2% | $68,793-69.5% | $135,375-84.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -10.28% | -8.22%-2.1pp | -4.63%-5.7pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,193 | $3,924-44.1% | $2,625-16.5% | $4,779-54.1% |
| Participant deferral / active EE | $3,909 | $4,315-9.4% | $3,311+18.0% | $5,609-30.3% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |