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 | $14,932 | $133,958-88.9% | $112,228-86.7% | $134,475-88.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.69% | 47.11%-70.8pp | 27.45%-51.1pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,670 | $4,038-58.6% | $3,635-54.1% | $4,740-64.8% |
| Participant deferral / active EE | $2,235 | $5,291-57.8% | $4,728-52.7% | $6,400-65.1% |
| Admin fee / account holder | $15 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |