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 | $27,351 | $77,976-64.9% | $81,367-66.4% | $125,391-78.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -5.57% | -2.85%-2.7pp | -0.92%-4.7pp | 282.22%-287.8pp |
| Employer contribution / active EE | $2,500 | $4,366-42.7% | $3,930-36.4% | $4,866-48.6% |
| Participant deferral / active EE | $0 | $5,646-100.0% | $5,383-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,540-100.0% |