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 | $16,441 | $107,452-84.7% | $91,541-82.0% | $142,382-88.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -8.09% | 22.06%-30.2pp | 20.50%-28.6pp | 217.08%-225.2pp |
| Employer contribution / active EE | $1,285 | $2,994-57.1% | $2,505-48.7% | $4,299-70.1% |
| Participant deferral / active EE | $1,918 | $4,754-59.7% | $4,008-52.1% | $6,507-70.5% |
| Admin fee / account holder | $18 | $8,834-99.8% | $6,956-99.7% | $12,624-99.9% |