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 | $55,549 | $77,419-28.2% | $69,455-20.0% | $152,861-63.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | -6.47% | 39.06%-45.5pp | 28.97%-35.4pp | 345.32%-351.8pp |
| Employer contribution / active EE | $2,988 | $3,315-9.9% | $2,779+7.5% | $4,762-37.3% |
| Participant deferral / active EE | $3,115 | $4,414-29.4% | $3,535-11.9% | $5,850-46.7% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |