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 | $34,344 | $92,222-62.8% | $76,768-55.3% | $135,375-74.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -12.25% | 5.46%-17.7pp | 2.43%-14.7pp | 519.73%-532.0pp |
| Employer contribution / active EE | $4,289 | $3,216+33.4% | $2,485+72.6% | $4,779-10.2% |
| Participant deferral / active EE | $8,247 | $4,509+82.9% | $3,852+114.1% | $5,609+47.0% |
| Admin fee / account holder | $85 | $10,748-99.2% | $6,675-98.7% | $10,827-99.2% |