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 | $47,297 | $211,958-77.7% | $169,463-72.1% | $135,375-65.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.67% | 3.26%-15.9pp | 1.83%-14.5pp | 519.73%-532.4pp |
| Employer contribution / active EE | $451 | $5,120-91.2% | $4,159-89.2% | $4,779-90.6% |
| Participant deferral / active EE | $1,706 | $6,075-71.9% | $5,277-67.7% | $5,609-69.6% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |