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 | $75,427 | $99,032-23.8% | $80,019-5.7% | $135,375-44.3% |
| Participation rate | 81.8% | 78.4%+3.5pp | 75.8%+6.0pp | 82.6%-0.8pp |
| Annual return | -10.73% | 15.39%-26.1pp | 11.22%-21.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $3,973 | $3,043+30.6% | $2,468+61.0% | $4,779-16.9% |
| Participant deferral / active EE | $11,271 | $4,282+163.2% | $3,686+205.8% | $5,609+101.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |