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 | $28,737 | $112,096-74.4% | $95,952-70.1% | $158,922-81.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -19.13% | 171.09%-190.2pp | 91.61%-110.7pp | 302.83%-322.0pp |
| Employer contribution / active EE | $11,840 | $3,198+270.2% | $2,541+366.0% | $4,761+148.7% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $238 | $10,130-97.7% | $6,795-96.5% | $11,246-97.9% |