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 | $41,106 | $107,791-61.9% | $90,645-54.7% | $135,375-69.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -10.44% | -0.90%-9.5pp | 1.88%-12.3pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,565 | $3,018-48.1% | $2,532-38.2% | $4,779-67.3% |
| Participant deferral / active EE | $7,200 | $3,872+85.9% | $3,425+110.2% | $5,609+28.4% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |