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 | $37,088 | $90,320-58.9% | $59,496-37.7% | $125,391-70.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -17.57% | 369.13%-386.7pp | 182.05%-199.6pp | 282.22%-299.8pp |
| Employer contribution / active EE | $1,172 | $1,792-34.6% | $1,153+1.7% | $4,866-75.9% |
| Participant deferral / active EE | $1,314 | $2,716-51.6% | $1,829-28.2% | $5,352-75.4% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |