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 | $35,828 | $138,065-74.1% | $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 | -12.62% | 153.68%-166.3pp | 119.20%-131.8pp | 519.73%-532.4pp |
| Employer contribution / active EE | $18,174 | $5,151+252.8% | $4,628+292.7% | $4,779+280.3% |
| Participant deferral / active EE | $5,620 | $6,799-17.3% | $6,426-12.5% | $5,609+0.2% |
| Admin fee / account holder | $107 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |