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 | $147,500 | $90,590+62.8% | $90,782+62.5% | $135,375+9.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -9.33% | -3.40%-5.9pp | -3.42%-5.9pp | 519.73%-529.1pp |
| Employer contribution / active EE | $9,271 | $4,352+113.0% | $4,105+125.8% | $4,779+94.0% |
| Participant deferral / active EE | $6,475 | $5,407+19.8% | $5,366+20.7% | $5,609+15.5% |
| Admin fee / account holder | $174 | $7,683-97.7% | $5,908-97.0% | $10,827-98.4% |