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 | $26,969 | $211,958-87.3% | $169,463-84.1% | $135,375-80.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.42% | 3.26%-17.7pp | 1.83%-16.3pp | 519.73%-534.2pp |
| Employer contribution / active EE | $3,834 | $5,120-25.1% | $4,159-7.8% | $4,779-19.8% |
| Participant deferral / active EE | $4,851 | $6,075-20.2% | $5,277-8.1% | $5,609-13.5% |
| Admin fee / account holder | $23 | $11,471-99.8% | $9,109-99.7% | $10,827-99.8% |