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 | $28,084 | $127,100-77.9% | $105,738-73.4% | $135,375-79.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -11.28% | 4.49%-15.8pp | 6.27%-17.6pp | 519.73%-531.0pp |
| Employer contribution / active EE | $6,942 | $4,107+69.0% | $3,268+112.4% | $4,779+45.3% |
| Participant deferral / active EE | $3,508 | $5,064-30.7% | $4,080-14.0% | $5,609-37.5% |
| Admin fee / account holder | $262 | $9,087-97.1% | $6,913-96.2% | $10,827-97.6% |