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 | $27,674 | $108,172-74.4% | $77,482-64.3% | $158,922-82.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -36.44% | 31.67%-68.1pp | 54.79%-91.2pp | 302.83%-339.3pp |
| Employer contribution / active EE | $1,100 | $1,325-17.0% | $986+11.5% | $4,761-76.9% |
| Participant deferral / active EE | $1,492 | $2,456-39.3% | $1,861-19.8% | $5,982-75.1% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |