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 | $36,270 | $138,065-73.7% | $123,544-70.6% | $135,375-73.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.86% | 153.68%-168.5pp | 119.20%-134.1pp | 519.73%-534.6pp |
| Employer contribution / active EE | $3,271 | $5,151-36.5% | $4,628-29.3% | $4,779-31.6% |
| Participant deferral / active EE | $11,000 | $6,799+61.8% | $6,426+71.2% | $5,609+96.1% |
| Admin fee / account holder | $78 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |