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 | $214,422 | $92,222+132.5% | $76,768+179.3% | $135,375+58.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.75% | 5.46%-15.2pp | 2.43%-12.2pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,117 | $3,216-34.2% | $2,485-14.8% | $4,779-55.7% |
| Participant deferral / active EE | $8,822 | $4,509+95.7% | $3,852+129.0% | $5,609+57.3% |
| Admin fee / account holder | $1 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |