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 | $67,783 | $110,261-38.5% | $95,745-29.2% | $139,434-51.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -5.08% | 27.11%-32.2pp | 28.35%-33.4pp | 372.94%-378.0pp |
| Employer contribution / active EE | $6,832 | $3,257+109.7% | $2,835+141.0% | $4,751+43.8% |
| Participant deferral / active EE | $5,168 | $4,676+10.5% | $4,245+21.8% | $6,710-23.0% |
| Admin fee / account holder | $103 | $6,613-98.4% | $5,678-98.2% | $11,403-99.1% |