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 | $35,861 | $138,065-74.0% | $123,544-71.0% | $135,375-73.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.53% | 153.68%-166.2pp | 119.20%-131.7pp | 519.73%-532.3pp |
| Employer contribution / active EE | $3,080 | $5,151-40.2% | $4,628-33.4% | $4,779-35.5% |
| Participant deferral / active EE | $10,370 | $6,799+52.5% | $6,426+61.4% | $5,609+84.9% |
| Admin fee / account holder | $25 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |