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 | $32,110 | $104,251-69.2% | $91,001-64.7% | $147,584-78.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | -20.50% | 27.06%-47.6pp | 4.60%-25.1pp | 578.55%-599.0pp |
| Employer contribution / active EE | $537 | $3,116-82.8% | $2,456-78.2% | $4,876-89.0% |
| Participant deferral / active EE | $1,498 | $4,195-64.3% | $3,547-57.8% | $5,439-72.5% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |