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 | $13,826 | $109,817-87.4% | $98,442-86.0% | $167,490-91.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 0.01% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.5pp |
| Employer contribution / active EE | $4,682 | $3,224+45.2% | $2,960+58.2% | $4,837-3.2% |
| Participant deferral / active EE | $2,080 | $4,673-55.5% | $4,276-51.4% | $6,341-67.2% |
| Admin fee / account holder | $257 | $6,753-96.2% | $5,949-95.7% | $12,309-97.9% |