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 | $18,534 | $90,600-79.5% | $79,464-76.7% | $135,375-86.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.75% | 977.43%-988.2pp | 718.14%-728.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $3,424 | $3,068+11.6% | $2,800+22.3% | $4,779-28.3% |
| Participant deferral / active EE | $7,040 | $4,050+73.8% | $3,704+90.1% | $5,609+25.5% |
| Admin fee / account holder | $215 | $5,907-96.4% | $5,113-95.8% | $10,827-98.0% |