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 | $26,957 | $85,790-68.6% | $67,313-60.0% | $135,375-80.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.92% | -0.54%-11.4pp | -4.08%-7.8pp | 519.73%-531.6pp |
| Employer contribution / active EE | $2,733 | $3,487-21.6% | $2,566+6.5% | $4,779-42.8% |
| Participant deferral / active EE | $12,000 | $4,651+158.0% | $3,568+236.3% | $5,609+114.0% |
| Admin fee / account holder | $15 | $6,392-99.8% | $4,507-99.7% | $10,827-99.9% |