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 | $22,366 | $86,699-74.2% | $73,307-69.5% | $125,391-82.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -7.14% | 2.78%-9.9pp | 5.67%-12.8pp | 282.22%-289.4pp |
| Employer contribution / active EE | $1,289 | $4,152-68.9% | $3,237-60.2% | $4,866-73.5% |
| Participant deferral / active EE | $5,799 | $5,550+4.5% | $4,991+16.2% | $5,352+8.4% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |