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 | $35,257 | $95,862-63.2% | $79,550-55.7% | $134,475-73.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -26.52% | -2.69%-23.8pp | 0.16%-26.7pp | 417.96%-444.5pp |
| Employer contribution / active EE | $1,731 | $3,128-44.7% | $2,413-28.3% | $4,740-63.5% |
| Participant deferral / active EE | $10,481 | $4,693+123.3% | $3,985+163.0% | $6,400+63.8% |
| Admin fee / account holder | $88 | $9,126-99.0% | $6,832-98.7% | $11,426-99.2% |