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 | $63,354 | $92,222-31.3% | $76,768-17.5% | $135,375-53.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.87% | 5.46%-15.3pp | 2.43%-12.3pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,352 | $3,216-26.9% | $2,485-5.3% | $4,779-50.8% |
| Participant deferral / active EE | $9,201 | $4,509+104.1% | $3,852+138.9% | $5,609+64.1% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |