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 | $37,109 | $63,953-42.0% | $54,726-32.2% | $135,375-72.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -9.32% | -5.77%-3.6pp | -4.56%-4.8pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,984 | $4,256-53.4% | $3,449-42.5% | $4,779-58.5% |
| Participant deferral / active EE | $4,308 | $4,810-10.4% | $3,953+9.0% | $5,609-23.2% |
| Admin fee / account holder | $86 | $4,567-98.1% | $3,818-97.7% | $10,827-99.2% |