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 | $24,338 | $197,825-87.7% | $155,790-84.4% | $125,391-80.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -6.73% | 86.74%-93.5pp | 71.54%-78.3pp | 282.22%-289.0pp |
| Employer contribution / active EE | $11,572 | $4,847+138.7% | $3,836+201.6% | $4,866+137.8% |
| Participant deferral / active EE | $3,403 | $5,630-39.6% | $4,797-29.1% | $5,352-36.4% |
| Admin fee / account holder | $109 | $9,545-98.9% | $7,478-98.5% | $9,540-98.9% |