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 | $41,660 | $95,971-56.6% | $74,550-44.1% | $135,375-69.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -12.65% | 56.96%-69.6pp | 32.53%-45.2pp | 519.73%-532.4pp |
| Employer contribution / active EE | $3,214 | $2,716+18.3% | $1,961+63.9% | $4,779-32.7% |
| Participant deferral / active EE | $6,418 | $3,843+67.0% | $3,108+106.5% | $5,609+14.4% |
| Admin fee / account holder | $225 | $6,522-96.6% | $5,060-95.6% | $10,827-97.9% |