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 | $75,486 | $92,703-18.6% | $82,719-8.7% | $134,475-43.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.25% | 944.92%-966.2pp | 701.18%-722.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $5,663 | $3,274+73.0% | $3,009+88.2% | $4,740+19.5% |
| Participant deferral / active EE | $5,882 | $4,802+22.5% | $4,395+33.8% | $6,400-8.1% |
| Admin fee / account holder | $111 | $5,983-98.1% | $5,329-97.9% | $11,426-99.0% |