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 | $70,525 | $100,901-30.1% | $75,670-6.8% | $147,584-52.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | -0.14% | 35.78%-35.9pp | 27.34%-27.5pp | 578.55%-578.7pp |
| Employer contribution / active EE | $7,108 | $3,253+118.5% | $2,352+202.2% | $4,876+45.8% |
| Participant deferral / active EE | $3,429 | $4,027-14.9% | $3,142+9.1% | $5,439-37.0% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |