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 | $19,023 | $65,365-70.9% | $92,893-79.5% | $72,985-73.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -24.17% | 42.10%-66.3pp | 109.41%-133.6pp | 81.00%-105.2pp |
| Employer contribution / active EE | $5,238 | $2,594+101.9% | $3,653+43.4% | $2,440+114.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $233 | $4,251-94.5% | $5,794-96.0% | $5,124-95.5% |