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 | $32,452 | $97,757-66.8% | $83,848-61.3% | $135,375-76.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.45% | 1287.37%-1297.8pp | 850.88%-861.3pp | 519.73%-530.2pp |
| Employer contribution / active EE | $4,356 | $4,222+3.2% | $3,631+20.0% | $4,779-8.8% |
| Participant deferral / active EE | $6,184 | $4,682+32.1% | $4,082+51.5% | $5,609+10.3% |
| Admin fee / account holder | $253 | $6,674-96.2% | $5,478-95.4% | $10,827-97.7% |