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 | $48,645 | $113,935-57.3% | $94,224-48.4% | $125,391-61.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.54% | 5.29%-10.8pp | 10.68%-16.2pp | 282.22%-287.8pp |
| Employer contribution / active EE | $1,661 | $4,727-64.9% | $3,587-53.7% | $4,866-65.9% |
| Participant deferral / active EE | $8,268 | $5,179+59.7% | $4,320+91.4% | $5,352+54.5% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |