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 | $39,076 | $108,172-63.9% | $77,482-49.6% | $158,922-75.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -39.05% | 31.67%-70.7pp | 54.79%-93.8pp | 302.83%-341.9pp |
| Employer contribution / active EE | $274 | $1,325-79.4% | $986-72.3% | $4,761-94.3% |
| Participant deferral / active EE | $293 | $2,456-88.1% | $1,861-84.3% | $5,982-95.1% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |