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 | $28,725 | $76,000-62.2% | $154,107-81.4% | $64,186-55.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -10.35% | 30.32%-40.7pp | 735.12%-745.5pp | 7.63%-18.0pp |
| Employer contribution / active EE | $7,018 | $3,351+109.4% | $5,298+32.5% | $2,381+194.8% |
| Participant deferral / active EE | $4,379 | $3,175+37.9% | $5,081-13.8% | $3,470+26.2% |
| Admin fee / account holder | $245 | $5,596-95.6% | $13,411-98.2% | $4,888-95.0% |