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 | $108,864 | $160,055-32.0% | $140,016-22.2% | $135,375-19.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -14.05% | 911.38%-925.4pp | 651.12%-665.2pp | 519.73%-533.8pp |
| Employer contribution / active EE | $18,139 | $6,420+182.5% | $5,606+223.6% | $4,779+279.6% |
| Participant deferral / active EE | $10,859 | $7,642+42.1% | $6,927+56.8% | $5,609+93.6% |
| Admin fee / account holder | $46 | $13,328-99.7% | $10,705-99.6% | $10,827-99.6% |