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 | $14,817 | $84,402-82.4% | $61,373-75.9% | $134,475-89.0% |
| Participation rate | 70.0% | 62.2%+7.8pp | 52.6%+17.4pp | 81.2%-11.2pp |
| Annual return | -26.54% | 584.55%-611.1pp | 338.61%-365.1pp | 417.96%-444.5pp |
| Employer contribution / active EE | $299 | $1,544-80.6% | $1,159-74.2% | $4,740-93.7% |
| Participant deferral / active EE | $1,077 | $2,819-61.8% | $2,125-49.3% | $6,400-83.2% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |