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 | $24,972 | $107,015-76.7% | $73,545-66.0% | $147,584-83.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.55%-578.5pp |
| Employer contribution / active EE | $707 | $1,760-59.8% | $1,219-42.0% | $4,876-85.5% |
| Participant deferral / active EE | $6,000 | $2,462+143.7% | $1,806+232.2% | $5,439+10.3% |
| Admin fee / account holder | $280 | $3,055-90.8% | $2,320-87.9% | $10,885-97.4% |