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 | $47,158 | $135,635-65.2% | $110,238-57.2% | $135,375-65.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.34% | 513.19%-523.5pp | 314.74%-325.1pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,690 | $4,906-45.2% | $3,826-29.7% | $4,779-43.7% |
| Participant deferral / active EE | $8,574 | $5,506+55.7% | $4,672+83.5% | $5,609+52.9% |
| Admin fee / account holder | $15 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |