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 | $72,598 | $92,222-21.3% | $76,768-5.4% | $135,375-46.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.14% | 5.46%-14.6pp | 2.43%-11.6pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,972 | $3,216-7.6% | $2,485+19.6% | $4,779-37.8% |
| Participant deferral / active EE | $6,785 | $4,509+50.5% | $3,852+76.2% | $5,609+21.0% |
| Admin fee / account holder | $197 | $10,748-98.2% | $6,675-97.1% | $10,827-98.2% |