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 | $122,778 | $211,958-42.1% | $169,463-27.5% | $135,375-9.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.60% | 3.26%-15.9pp | 1.83%-14.4pp | 519.73%-532.3pp |
| Employer contribution / active EE | $12,577 | $5,120+145.7% | $4,159+202.4% | $4,779+163.2% |
| Participant deferral / active EE | $10,254 | $6,075+68.8% | $5,277+94.3% | $5,609+82.8% |
| Admin fee / account holder | $36 | $11,471-99.7% | $9,109-99.6% | $10,827-99.7% |