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 | $78,120 | $138,065-43.4% | $123,544-36.8% | $135,375-42.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.01% | 153.68%-166.7pp | 119.20%-132.2pp | 519.73%-532.7pp |
| Employer contribution / active EE | $3,162 | $5,151-38.6% | $4,628-31.7% | $4,779-33.8% |
| Participant deferral / active EE | $8,536 | $6,799+25.5% | $6,426+32.8% | $5,609+52.2% |
| Admin fee / account holder | $6 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |