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 | $13,948 | $95,193-85.3% | $76,523-81.8% | $135,375-89.7% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -12.57% | 4.85%-17.4pp | -0.27%-12.3pp | 519.73%-532.3pp |
| Employer contribution / active EE | $1,794 | $3,302-45.7% | $2,647-32.2% | $4,779-62.5% |
| Participant deferral / active EE | $2,270 | $4,639-51.1% | $3,835-40.8% | $5,609-59.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |