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 | $42,319 | $89,355-52.6% | $141,162-70.0% | $72,985-42.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -68.64% | 111.85%-180.5pp | 71.39%-140.0pp | 81.00%-149.6pp |
| Employer contribution / active EE | $24,177 | $3,114+676.3% | $4,735+410.6% | $2,440+890.9% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $63 | $5,958-98.9% | $10,261-99.4% | $5,124-98.8% |