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 | $29,471 | $138,065-78.7% | $123,544-76.1% | $135,375-78.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.75% | 153.68%-163.4pp | 119.20%-128.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,806 | $5,151-45.5% | $4,628-39.4% | $4,779-41.3% |
| Participant deferral / active EE | $7,895 | $6,799+16.1% | $6,426+22.9% | $5,609+40.8% |
| Admin fee / account holder | $135 | $10,916-98.8% | $9,284-98.5% | $10,827-98.7% |