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 | $199,537 | $82,286+142.5% | $68,791+190.1% | $134,475+48.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.67% | -2.19%-18.5pp | -6.38%-14.3pp | 417.96%-438.6pp |
| Employer contribution / active EE | $22,667 | $3,301+586.7% | $2,655+753.7% | $4,740+378.2% |
| Participant deferral / active EE | $22,667 | $4,739+378.3% | $3,941+475.1% | $6,400+254.2% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |