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 | $35,920 | $168,632-78.7% | $147,614-75.7% | $125,391-71.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.98% | 77.65%-82.6pp | 61.98%-67.0pp | 282.22%-287.2pp |
| Employer contribution / active EE | $12,039 | $6,252+92.6% | $5,564+116.4% | $4,866+147.4% |
| Participant deferral / active EE | $5,861 | $5,507+6.4% | $4,895+19.7% | $5,352+9.5% |
| Admin fee / account holder | $289 | $13,580-97.9% | $11,611-97.5% | $9,540-97.0% |