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 | $12,952 | $90,503-85.7% | $78,689-83.5% | $273,961-95.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.90% | 75.60%-76.5pp | 62.18%-63.1pp | 41.45%-42.4pp |
| Employer contribution / active EE | $1,894 | $3,176-40.4% | $2,851-33.6% | $4,869-61.1% |
| Participant deferral / active EE | $1,894 | $3,901-51.5% | $3,517-46.2% | $5,287-64.2% |
| Admin fee / account holder | $12 | $5,263-99.8% | $4,510-99.7% | $10,132-99.9% |