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 | $24,261 | $107,791-77.5% | $90,645-73.2% | $135,375-82.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -13.18% | -0.90%-12.3pp | 1.88%-15.1pp | 519.73%-532.9pp |
| Employer contribution / active EE | $747 | $3,018-75.3% | $2,532-70.5% | $4,779-84.4% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $54 | $5,930-99.1% | $4,994-98.9% | $10,827-99.5% |