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 | $33,706 | $158,817-78.8% | $121,196-72.2% | $135,375-75.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -17.39% | -0.64%-16.8pp | 16.93%-34.3pp | 519.73%-537.1pp |
| Employer contribution / active EE | $628 | $5,665-88.9% | $4,022-84.4% | $4,779-86.9% |
| Participant deferral / active EE | $756 | $4,005-81.1% | $3,344-77.4% | $5,609-86.5% |
| Admin fee / account holder | $3 | $6,512-100.0% | $5,019-99.9% | $10,827-100.0% |