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 | $32,940 | $82,664-60.2% | $125,339-73.7% | $68,494-51.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -24.09% | -5.97%-18.1pp | 572.05%-596.1pp | -7.84%-16.2pp |
| Employer contribution / active EE | $1,634 | $3,381-51.7% | $4,814-66.1% | $2,596-37.1% |
| Participant deferral / active EE | $2,870 | $6,110-53.0% | $7,446-61.5% | $4,027-28.7% |
| Admin fee / account holder | $191 | $6,275-97.0% | $10,010-98.1% | $5,403-96.5% |