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 | $16,860 | $107,015-84.2% | $73,545-77.1% | $147,584-88.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | -1.36% | 38.25%-39.6pp | -15.16%+13.8pp | 578.55%-579.9pp |
| Employer contribution / active EE | $1,559 | $1,760-11.4% | $1,219+27.9% | $4,876-68.0% |
| Participant deferral / active EE | $7,123 | $2,462+189.4% | $1,806+294.4% | $5,439+31.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |