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 | $49,315 | $135,635-63.6% | $110,238-55.3% | $135,375-63.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.10% | 513.19%-524.3pp | 314.74%-325.8pp | 519.73%-530.8pp |
| Employer contribution / active EE | $22,015 | $4,906+348.7% | $3,826+475.3% | $4,779+360.7% |
| Participant deferral / active EE | $18,500 | $5,506+236.0% | $4,672+296.0% | $5,609+229.8% |
| Admin fee / account holder | $156 | $11,457-98.6% | $8,547-98.2% | $10,827-98.6% |