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 5-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 | $14,147 | $95,862-85.2% | $79,550-82.2% | $134,475-89.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.16% | -2.69%-20.5pp | 0.16%-23.3pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,868 | $3,128-40.3% | $2,413-22.6% | $4,740-60.6% |
| Participant deferral / active EE | $10,248 | $4,693+118.4% | $3,985+157.2% | $6,400+60.1% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |