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 | $14,168 | $44,850-68.4% | $60,547-76.6% | $59,632-76.2% |
| Participation rate | 90.9% | 59.5%+31.4pp | 68.0%+22.9pp | 68.7%+22.2pp |
| Annual return | -2.84% | 1074.14%-1077.0pp | 335.64%-338.5pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $943 | $1,462-35.5% | $2,419-61.0% | $2,203-57.2% |
| Participant deferral / active EE | $1,467 | $2,230-34.2% | $3,328-55.9% | $3,192-54.0% |
| Admin fee / account holder | $0 | $3,635-100.0% | $4,536-100.0% | $4,297-100.0% |