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 | $87,836 | $95,971-8.5% | $74,550+17.8% | $135,375-35.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.30% | 56.96%-68.3pp | 32.53%-43.8pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,977 | $2,716-27.2% | $1,961+0.8% | $4,779-58.6% |
| Participant deferral / active EE | $3,099 | $3,843-19.4% | $3,108-0.3% | $5,609-44.7% |
| Admin fee / account holder | $91 | $6,522-98.6% | $5,060-98.2% | $10,827-99.2% |