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 | $24,366 | $211,958-88.5% | $169,463-85.6% | $135,375-82.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.00% | 3.26%-17.3pp | 1.83%-15.8pp | 519.73%-533.7pp |
| Employer contribution / active EE | $2,381 | $5,120-53.5% | $4,159-42.8% | $4,779-50.2% |
| Participant deferral / active EE | $6,194 | $6,075+2.0% | $5,277+17.4% | $5,609+10.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |