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 | $20,320 | $110,502-81.6% | $80,716-74.8% | $167,490-87.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | -1.58% | 120.54%-122.1pp | 87.28%-88.9pp | 478.56%-480.1pp |
| Employer contribution / active EE | $2,750 | $1,543+78.3% | $1,160+137.1% | $4,837-43.2% |
| Participant deferral / active EE | $9,100 | $2,871+217.0% | $2,146+324.1% | $6,341+43.5% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |