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 | $72,017 | $86,699-16.9% | $73,307-1.8% | $125,391-42.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -10.92% | 2.78%-13.7pp | 5.67%-16.6pp | 282.22%-293.1pp |
| Employer contribution / active EE | $6,270 | $4,152+51.0% | $3,237+93.7% | $4,866+28.8% |
| Participant deferral / active EE | $2,505 | $5,550-54.9% | $4,991-49.8% | $5,352-53.2% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |