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 | $28,959 | $92,222-68.6% | $76,768-62.3% | $135,375-78.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.07% | 5.46%-14.5pp | 2.43%-11.5pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,694 | $3,216-16.2% | $2,485+8.4% | $4,779-43.6% |
| Participant deferral / active EE | $6,409 | $4,509+42.1% | $3,852+66.4% | $5,609+14.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |