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 | $40,589 | $180,449-77.5% | $154,107-73.7% | $135,375-70.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.54% | 888.09%-897.6pp | 735.12%-744.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $7,360 | $6,035+22.0% | $5,298+38.9% | $4,779+54.0% |
| Participant deferral / active EE | $4,454 | $5,806-23.3% | $5,081-12.3% | $5,609-20.6% |
| Admin fee / account holder | $183 | $16,143-98.9% | $13,411-98.6% | $10,827-98.3% |