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 | $30,467 | $138,065-77.9% | $123,544-75.3% | $135,375-77.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.92% | 153.68%-166.6pp | 119.20%-132.1pp | 519.73%-532.7pp |
| Employer contribution / active EE | $4,200 | $5,151-18.5% | $4,628-9.2% | $4,779-12.1% |
| Participant deferral / active EE | $7,010 | $6,799+3.1% | $6,426+9.1% | $5,609+25.0% |
| Admin fee / account holder | $158 | $10,916-98.6% | $9,284-98.3% | $10,827-98.5% |