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 | $20,342 | $90,600-77.5% | $79,464-74.4% | $135,375-85.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.33% | 977.43%-987.8pp | 718.14%-728.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $641 | $3,068-79.1% | $2,800-77.1% | $4,779-86.6% |
| Participant deferral / active EE | $631 | $4,050-84.4% | $3,704-83.0% | $5,609-88.7% |
| Admin fee / account holder | $252 | $5,907-95.7% | $5,113-95.1% | $10,827-97.7% |