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 | $58,306 | $97,044-39.9% | $83,333-30.0% | $135,375-56.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -9.78% | 12.31%-22.1pp | 10.63%-20.4pp | 519.73%-529.5pp |
| Employer contribution / active EE | $782 | $4,143-81.1% | $3,379-76.8% | $4,779-83.6% |
| Participant deferral / active EE | $3,063 | $5,964-48.6% | $5,565-45.0% | $5,609-45.4% |
| Admin fee / account holder | $17 | $8,380-99.8% | $7,510-99.8% | $10,827-99.8% |