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 | $0 | $48,265-100.0% | $68,791-100.0% | $68,494-100.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -21.91% | -12.71%-9.2pp | -6.38%-15.5pp | -7.84%-14.1pp |
| Employer contribution / active EE | $3,344 | $1,829+82.9% | $2,655+26.0% | $2,596+28.8% |
| Participant deferral / active EE | $6,238 | $2,867+117.6% | $3,941+58.3% | $4,027+54.9% |
| Admin fee / account holder | $0 | $4,355-100.0% | $4,932-100.0% | $5,403-100.0% |