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 | $40,779 | $91,911-55.6% | $68,793-40.7% | $135,375-69.9% |
| Participation rate | 94.7% | 76.7%+18.0pp | 72.2%+22.5pp | 82.6%+12.1pp |
| Annual return | -10.46% | -8.22%-2.2pp | -4.63%-5.8pp | 519.73%-530.2pp |
| Employer contribution / active EE | $4,169 | $3,924+6.3% | $2,625+58.8% | $4,779-12.8% |
| Participant deferral / active EE | $8,369 | $4,315+94.0% | $3,311+152.8% | $5,609+49.2% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |