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 | $47,579 | $90,590-47.5% | $90,782-47.6% | $135,375-64.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -10.49% | -3.40%-7.1pp | -3.42%-7.1pp | 519.73%-530.2pp |
| Employer contribution / active EE | $2,638 | $4,352-39.4% | $4,105-35.7% | $4,779-44.8% |
| Participant deferral / active EE | $7,666 | $5,407+41.8% | $5,366+42.9% | $5,609+36.7% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |