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 | $87,912 | $109,982-20.1% | $97,226-9.6% | $145,922-39.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -4.85% | 242.90%-247.8pp | 75.13%-80.0pp | 561.29%-566.1pp |
| Employer contribution / active EE | $362 | $3,084-88.3% | $2,729-86.8% | $4,660-92.2% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,688-100.0% |
| Admin fee / account holder | $34 | $6,221-99.5% | $5,654-99.4% | $13,397-99.7% |