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 | $37,020 | $138,065-73.2% | $123,544-70.0% | $135,375-72.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.53% | 153.68%-166.2pp | 119.20%-131.7pp | 519.73%-532.3pp |
| Employer contribution / active EE | $4,045 | $5,151-21.5% | $4,628-12.6% | $4,779-15.4% |
| Participant deferral / active EE | $9,373 | $6,799+37.9% | $6,426+45.9% | $5,609+67.1% |
| Admin fee / account holder | $16 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |