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 | $12,950 | $54,350-76.2% | $82,719-84.3% | $68,494-81.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -20.57% | -13.67%-6.9pp | 701.18%-721.7pp | -7.84%-12.7pp |
| Employer contribution / active EE | $915 | $2,218-58.7% | $3,009-69.6% | $2,596-64.7% |
| Participant deferral / active EE | $2,212 | $3,246-31.9% | $4,395-49.7% | $4,027-45.1% |
| Admin fee / account holder | $4 | $4,395-99.9% | $5,329-99.9% | $5,403-99.9% |