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 | $186,955 | $127,386+46.8% | $115,037+62.5% | $125,391+49.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.11% | 31.28%-39.4pp | 26.14%-34.3pp | 282.22%-290.3pp |
| Employer contribution / active EE | $11,257 | $5,166+117.9% | $4,608+144.3% | $4,866+131.3% |
| Participant deferral / active EE | $6,321 | $6,423-1.6% | $6,026+4.9% | $5,352+18.1% |
| Admin fee / account holder | $50 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |