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 | $38,759 | $158,817-75.6% | $121,196-68.0% | $135,375-71.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.7%+8.3pp | 82.6%-2.6pp |
| Annual return | -12.68% | -0.64%-12.0pp | 16.93%-29.6pp | 519.73%-532.4pp |
| Employer contribution / active EE | $2,402 | $5,665-57.6% | $4,022-40.3% | $4,779-49.7% |
| Participant deferral / active EE | $6,308 | $4,005+57.5% | $3,344+88.6% | $5,609+12.5% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |