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 | $57,764 | $167,307-65.5% | $143,757-59.8% | $134,475-57.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.93% | 0.46%-33.4pp | -0.04%-32.9pp | 417.96%-450.9pp |
| Employer contribution / active EE | $7,513 | $5,619+33.7% | $4,951+51.8% | $4,740+58.5% |
| Participant deferral / active EE | $4,500 | $6,446-30.2% | $5,637-20.2% | $6,400-29.7% |
| Admin fee / account holder | -$10 | $18,088-100.1% | $14,673-100.1% | $11,426-100.1% |