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 | $19,471 | $76,738-74.6% | $56,411-65.5% | $145,922-86.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -40.39% | 2994.23%-3034.6pp | 1701.33%-1741.7pp | 561.29%-601.7pp |
| Employer contribution / active EE | $231 | $1,380-83.3% | $1,039-77.8% | $4,660-95.0% |
| Participant deferral / active EE | $231 | $2,623-91.2% | $1,952-88.2% | $6,688-96.5% |
| Admin fee / account holder | $228 | $3,334-93.2% | $2,829-91.9% | $13,397-98.3% |