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 | $21,003 | $92,703-77.3% | $82,719-74.6% | $134,475-84.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.85% | 944.92%-967.8pp | 701.18%-724.0pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,702 | $3,274-48.0% | $3,009-43.4% | $4,740-64.1% |
| Participant deferral / active EE | $1,794 | $4,802-62.6% | $4,395-59.2% | $6,400-72.0% |
| Admin fee / account holder | $22 | $5,983-99.6% | $5,329-99.6% | $11,426-99.8% |