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 | $67,920 | $131,829-48.5% | $108,579-37.4% | $273,961-75.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.04% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.4pp |
| Employer contribution / active EE | $6,000 | $4,912+22.1% | $3,758+59.6% | $4,869+23.2% |
| Participant deferral / active EE | $20,000 | $5,127+290.1% | $4,311+364.0% | $5,287+278.3% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |