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 | $37,018 | $99,020-62.6% | $86,590-57.2% | $147,584-74.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -3.34% | 1312.34%-1315.7pp | 964.84%-968.2pp | 578.55%-581.9pp |
| Employer contribution / active EE | $724 | $3,132-76.9% | $2,839-74.5% | $4,876-85.2% |
| Participant deferral / active EE | $1,050 | $3,972-73.6% | $3,609-70.9% | $5,439-80.7% |
| Admin fee / account holder | $36 | $5,710-99.4% | $4,906-99.3% | $10,885-99.7% |