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 | $15,759 | $133,958-88.2% | $112,228-86.0% | $134,475-88.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.54% | 47.11%-70.7pp | 27.45%-51.0pp | 417.96%-441.5pp |
| Employer contribution / active EE | $4,007 | $4,038-0.8% | $3,635+10.2% | $4,740-15.5% |
| Participant deferral / active EE | $2,456 | $5,291-53.6% | $4,728-48.1% | $6,400-61.6% |
| Admin fee / account holder | $14 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |