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 | $25,937 | $158,817-83.7% | $121,196-78.6% | $135,375-80.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -12.09% | -0.64%-11.5pp | 16.93%-29.0pp | 519.73%-531.8pp |
| Employer contribution / active EE | $847 | $5,665-85.0% | $4,022-78.9% | $4,779-82.3% |
| Participant deferral / active EE | $6,516 | $4,005+62.7% | $3,344+94.8% | $5,609+16.2% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |