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 | $13,065 | $95,862-86.4% | $79,550-83.6% | $134,475-90.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.87% | -2.69%-18.2pp | 0.16%-21.0pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,254 | $3,128-59.9% | $2,413-48.0% | $4,740-73.5% |
| Participant deferral / active EE | $1,305 | $4,693-72.2% | $3,985-67.3% | $6,400-79.6% |
| Admin fee / account holder | $17 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |