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 | $52,937 | $167,484-68.4% | $151,611-65.1% | $134,475-60.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -43.43% | 7.80%-51.2pp | 3.33%-46.8pp | 417.96%-461.4pp |
| Employer contribution / active EE | $3,965 | $6,829-41.9% | $6,166-35.7% | $4,740-16.3% |
| Participant deferral / active EE | $10,284 | $8,986+14.4% | $8,363+23.0% | $6,400+60.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |