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 | $18,231 | $97,757-81.4% | $83,848-78.3% | $135,375-86.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -16.20% | 1287.37%-1303.6pp | 850.88%-867.1pp | 519.73%-535.9pp |
| Employer contribution / active EE | $1,494 | $4,222-64.6% | $3,631-58.8% | $4,779-68.7% |
| Participant deferral / active EE | $4,780 | $4,682+2.1% | $4,082+17.1% | $5,609-14.8% |
| Admin fee / account holder | $251 | $6,674-96.2% | $5,478-95.4% | $10,827-97.7% |