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 | $36,353 | $167,307-78.3% | $143,757-74.7% | $134,475-73.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.10% | 0.46%-30.6pp | -0.04%-30.1pp | 417.96%-448.1pp |
| Employer contribution / active EE | $2,844 | $5,619-49.4% | $4,951-42.6% | $4,740-40.0% |
| Participant deferral / active EE | $4,100 | $6,446-36.4% | $5,637-27.3% | $6,400-35.9% |
| Admin fee / account holder | $13 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |