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 | $62,047 | $54,350+14.2% | $82,719-25.0% | $68,494-9.4% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | -23.83% | -13.67%-10.2pp | 701.18%-725.0pp | -7.84%-16.0pp |
| Employer contribution / active EE | $3,023 | $2,218+36.3% | $3,009+0.5% | $2,596+16.5% |
| Participant deferral / active EE | $4,854 | $3,246+49.5% | $4,395+10.4% | $4,027+20.5% |
| Admin fee / account holder | $45 | $4,395-99.0% | $5,329-99.2% | $5,403-99.2% |