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 | $42,488 | $99,341-57.2% | $84,750-49.9% | $273,961-84.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.30% | 22.93%-23.2pp | 22.78%-23.1pp | 41.45%-41.8pp |
| Employer contribution / active EE | $2,130 | $4,214-49.5% | $3,574-40.4% | $4,869-56.3% |
| Participant deferral / active EE | $16,000 | $4,269+274.8% | $3,712+331.1% | $5,287+202.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |