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 | $21,615 | $95,862-77.5% | $79,550-72.8% | $134,475-83.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.29% | -2.69%-20.6pp | 0.16%-23.5pp | 417.96%-441.3pp |
| Employer contribution / active EE | $2,394 | $3,128-23.5% | $2,413-0.8% | $4,740-49.5% |
| Participant deferral / active EE | $2,493 | $4,693-46.9% | $3,985-37.4% | $6,400-61.0% |
| Admin fee / account holder | $243 | $9,126-97.3% | $6,832-96.4% | $11,426-97.9% |