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 | $24,748 | $63,953-61.3% | $54,726-54.8% | $135,375-81.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -10.38% | -5.77%-4.6pp | -4.56%-5.8pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,668 | $4,256-37.3% | $3,449-22.7% | $4,779-44.2% |
| Participant deferral / active EE | $3,329 | $4,810-30.8% | $3,953-15.8% | $5,609-40.6% |
| Admin fee / account holder | $0 | $4,567-100.0% | $3,818-100.0% | $10,827-100.0% |