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 | $33,331 | $64,307-48.2% | $57,343-41.9% | $125,391-73.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -3.45% | 25.12%-28.6pp | 24.39%-27.8pp | 282.22%-285.7pp |
| Employer contribution / active EE | $7,182 | $3,193+124.9% | $2,689+167.1% | $4,866+47.6% |
| Participant deferral / active EE | $5,962 | $3,848+54.9% | $3,162+88.5% | $5,352+11.4% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |