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 | $51,548 | $65,365-21.1% | $92,893-44.5% | $72,985-29.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -21.01% | 42.10%-63.1pp | 109.41%-130.4pp | 81.00%-102.0pp |
| Employer contribution / active EE | $4,993 | $2,594+92.5% | $3,653+36.7% | $2,440+104.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $289 | $4,251-93.2% | $5,794-95.0% | $5,124-94.4% |