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 | $46,789 | $165,912-71.8% | $122,332-61.8% | $147,584-68.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | -21.08% | 34.55%-55.6pp | 30.27%-51.4pp | 578.55%-599.6pp |
| Employer contribution / active EE | $895 | $5,754-84.4% | $4,050-77.9% | $4,876-81.6% |
| Participant deferral / active EE | $1,323 | $4,005-67.0% | $3,287-59.7% | $5,439-75.7% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |