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 | $58,544 | $90,503-35.3% | $78,689-25.6% | $273,961-78.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | -2.76% | 75.60%-78.4pp | 62.18%-64.9pp | 41.45%-44.2pp |
| Employer contribution / active EE | $30,143 | $3,176+849.2% | $2,851+957.4% | $4,869+519.1% |
| Participant deferral / active EE | $9,000 | $3,901+130.7% | $3,517+155.9% | $5,287+70.2% |
| Admin fee / account holder | $1 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |