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 | $56,733 | $99,652-43.1% | $78,778-28.0% | $147,584-61.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | -7.57% | 47.28%-54.9pp | 35.62%-43.2pp | 578.55%-586.1pp |
| Employer contribution / active EE | $575 | $2,796-79.4% | $1,986-71.1% | $4,876-88.2% |
| Participant deferral / active EE | $1,002 | $3,664-72.6% | $2,958-66.1% | $5,439-81.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |