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 | $82,350 | $180,449-54.4% | $154,107-46.6% | $135,375-39.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.93% | 888.09%-897.0pp | 735.12%-744.0pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,951 | $6,035-51.1% | $5,298-44.3% | $4,779-38.2% |
| Participant deferral / active EE | $2,702 | $5,806-53.5% | $5,081-46.8% | $5,609-51.8% |
| Admin fee / account holder | $155 | $16,143-99.0% | $13,411-98.8% | $10,827-98.6% |