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 | $15,901 | $90,600-82.4% | $79,464-80.0% | $135,375-88.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.11% | 977.43%-987.5pp | 718.14%-728.3pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,158 | $3,068-62.2% | $2,800-58.6% | $4,779-75.8% |
| Participant deferral / active EE | $1,821 | $4,050-55.0% | $3,704-50.8% | $5,609-67.5% |
| Admin fee / account holder | $266 | $5,907-95.5% | $5,113-94.8% | $10,827-97.5% |