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 | $43,700 | $160,055-72.7% | $140,016-68.8% | $135,375-67.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.58% | 911.38%-922.0pp | 651.12%-661.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $5,769 | $6,420-10.1% | $5,606+2.9% | $4,779+20.7% |
| Participant deferral / active EE | $8,553 | $7,642+11.9% | $6,927+23.5% | $5,609+52.5% |
| Admin fee / account holder | $274 | $13,328-97.9% | $10,705-97.4% | $10,827-97.5% |