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 | $63,765 | $127,386-49.9% | $115,037-44.6% | $125,391-49.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.89% | 31.28%-36.2pp | 26.14%-31.0pp | 282.22%-287.1pp |
| Employer contribution / active EE | $4,263 | $5,166-17.5% | $4,608-7.5% | $4,866-12.4% |
| Participant deferral / active EE | $10,263 | $6,423+59.8% | $6,026+70.3% | $5,352+91.8% |
| Admin fee / account holder | $49 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |