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 | $15,908 | $91,911-82.7% | $68,793-76.9% | $135,375-88.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -12.60% | -8.22%-4.4pp | -4.63%-8.0pp | 519.73%-532.3pp |
| Employer contribution / active EE | $8,093 | $3,924+106.3% | $2,625+208.3% | $4,779+69.4% |
| Participant deferral / active EE | $4,632 | $4,315+7.4% | $3,311+39.9% | $5,609-17.4% |
| Admin fee / account holder | $8 | $9,240-99.9% | $5,131-99.8% | $10,827-99.9% |