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 | $36,984 | $99,032-62.7% | $80,019-53.8% | $135,375-72.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -11.69% | 15.39%-27.1pp | 11.22%-22.9pp | 519.73%-531.4pp |
| Employer contribution / active EE | $3,048 | $3,043+0.1% | $2,468+23.5% | $4,779-36.2% |
| Participant deferral / active EE | $2,848 | $4,282-33.5% | $3,686-22.7% | $5,609-49.2% |
| Admin fee / account holder | $141 | $10,436-98.6% | $6,521-97.8% | $10,827-98.7% |