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 | $13,779 | $85,790-83.9% | $67,313-79.5% | $135,375-89.8% |
| Participation rate | 93.3% | 76.5%+16.9pp | 69.1%+24.3pp | 82.6%+10.7pp |
| Annual return | -38.86% | -0.54%-38.3pp | -4.08%-34.8pp | 519.73%-558.6pp |
| Employer contribution / active EE | $5,733 | $3,487+64.4% | $2,566+123.5% | $4,779+20.0% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7 | $6,392-99.9% | $4,507-99.9% | $10,827-99.9% |