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 | $20,089 | $92,703-78.3% | $82,719-75.7% | $134,475-85.1% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -24.46% | 944.92%-969.4pp | 701.18%-725.6pp | 417.96%-442.4pp |
| Employer contribution / active EE | $852 | $3,274-74.0% | $3,009-71.7% | $4,740-82.0% |
| Participant deferral / active EE | $2,582 | $4,802-46.2% | $4,395-41.2% | $6,400-59.7% |
| Admin fee / account holder | $161 | $5,983-97.3% | $5,329-97.0% | $11,426-98.6% |