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 | $16,423 | $54,350-69.8% | $82,719-80.1% | $68,494-76.0% |
| Participation rate | 71.0% | 63.9%+7.1pp | 72.6%-1.6pp | 67.9%+3.1pp |
| Annual return | -67.31% | -13.67%-53.6pp | 701.18%-768.5pp | -7.84%-59.5pp |
| Employer contribution / active EE | $1,611 | $2,218-27.4% | $3,009-46.5% | $2,596-38.0% |
| Participant deferral / active EE | $2,453 | $3,246-24.4% | $4,395-44.2% | $4,027-39.1% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |