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 | $19,444 | $95,193-79.6% | $76,523-74.6% | $135,375-85.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -11.89% | 4.85%-16.7pp | -0.27%-11.6pp | 519.73%-531.6pp |
| Employer contribution / active EE | $3,012 | $3,302-8.8% | $2,647+13.8% | $4,779-37.0% |
| Participant deferral / active EE | $5,429 | $4,639+17.0% | $3,835+41.5% | $5,609-3.2% |
| Admin fee / account holder | $147 | $6,249-97.7% | $4,848-97.0% | $10,827-98.6% |