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 | $8,830 | $32,117-72.5% | $71,086-87.6% | $64,186-86.2% |
| Participation rate | 76.0% | 42.7%+33.3pp | 54.7%+21.3pp | 69.6%+6.4pp |
| Annual return | -10.92% | -5.57%-5.3pp | 650.59%-661.5pp | 7.63%-18.6pp |
| Employer contribution / active EE | $1,286 | $712+80.6% | $1,088+18.3% | $2,381-46.0% |
| Participant deferral / active EE | $1,329 | $1,263+5.2% | $1,874-29.1% | $3,470-61.7% |
| Admin fee / account holder | $38 | $2,759-98.6% | $3,082-98.8% | $4,888-99.2% |