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 | $25,050 | $63,953-60.8% | $54,726-54.2% | $135,375-81.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -10.24% | -5.77%-4.5pp | -4.56%-5.7pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,023 | $4,256-52.5% | $3,449-41.3% | $4,779-57.7% |
| Participant deferral / active EE | $2,023 | $4,810-57.9% | $3,953-48.8% | $5,609-63.9% |
| Admin fee / account holder | $0 | $4,567-100.0% | $3,818-100.0% | $10,827-100.0% |