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 | $29,760 | $54,350-45.2% | $82,719-64.0% | $68,494-56.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -21.88% | -13.67%-8.2pp | 701.18%-723.1pp | -7.84%-14.0pp |
| Employer contribution / active EE | $2,185 | $2,218-1.5% | $3,009-27.4% | $2,596-15.8% |
| Participant deferral / active EE | $1,842 | $3,246-43.2% | $4,395-58.1% | $4,027-54.3% |
| Admin fee / account holder | $152 | $4,395-96.5% | $5,329-97.2% | $5,403-97.2% |