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 | $24,817 | $142,344-82.6% | $119,609-79.3% | $134,475-81.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -28.32% | -12.44%-15.9pp | -14.97%-13.3pp | 417.96%-446.3pp |
| Employer contribution / active EE | $1,851 | $5,222-64.6% | $4,232-56.3% | $4,740-60.9% |
| Participant deferral / active EE | $2,472 | $6,469-61.8% | $5,602-55.9% | $6,400-61.4% |
| Admin fee / account holder | $250 | $13,584-98.2% | $10,323-97.6% | $11,426-97.8% |