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 | $25,730 | $138,065-81.4% | $123,544-79.2% | $135,375-81.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.81% | 153.68%-165.5pp | 119.20%-131.0pp | 519.73%-531.5pp |
| Employer contribution / active EE | $2,131 | $5,151-58.6% | $4,628-53.9% | $4,779-55.4% |
| Participant deferral / active EE | $7,564 | $6,799+11.3% | $6,426+17.7% | $5,609+34.9% |
| Admin fee / account holder | $214 | $10,916-98.0% | $9,284-97.7% | $10,827-98.0% |