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 | $31,260 | $77,899-59.9% | $149,673-79.1% | $75,163-58.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | -17.55% | 31.72%-49.3pp | 134.42%-152.0pp | 160.62%-178.2pp |
| Employer contribution / active EE | $590 | $3,137-81.2% | $4,818-87.8% | $2,670-77.9% |
| Participant deferral / active EE | $1,374 | $3,411-59.7% | $5,680-75.8% | $4,125-66.7% |
| Admin fee / account holder | $153 | $5,956-97.4% | $13,210-98.8% | $5,651-97.3% |