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 | $29,216 | $127,386-77.1% | $115,037-74.6% | $125,391-76.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.83% | 31.28%-38.1pp | 26.14%-33.0pp | 282.22%-289.1pp |
| Employer contribution / active EE | $3,256 | $5,166-37.0% | $4,608-29.3% | $4,866-33.1% |
| Participant deferral / active EE | $4,321 | $6,423-32.7% | $6,026-28.3% | $5,352-19.3% |
| Admin fee / account holder | $119 | $9,516-98.8% | $8,175-98.5% | $9,540-98.8% |