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 | $49,231 | $116,175-57.6% | $93,606-47.4% | $152,861-67.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | -0.20% | 35.96%-36.2pp | 32.76%-33.0pp | 345.32%-345.5pp |
| Employer contribution / active EE | $2,345 | $3,218-27.1% | $2,718-13.7% | $4,762-50.8% |
| Participant deferral / active EE | $1,949 | $4,603-57.7% | $4,069-52.1% | $5,850-66.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |