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 | $27,586 | $85,766-67.8% | $136,294-79.8% | $70,131-60.7% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | -59.63% | 31.45%-91.1pp | 5155.94%-5215.6pp | 73.14%-132.8pp |
| Employer contribution / active EE | $17,520 | $2,966+490.7% | $4,695+273.1% | $2,342+647.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $190 | $5,420-96.5% | $9,243-97.9% | $4,645-95.9% |