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 | $82,002 | $97,044-15.5% | $83,333-1.6% | $135,375-39.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -17.73% | 12.31%-30.0pp | 10.63%-28.4pp | 519.73%-537.5pp |
| Employer contribution / active EE | $6,300 | $4,143+52.1% | $3,379+86.5% | $4,779+31.8% |
| Participant deferral / active EE | $12,250 | $5,964+105.4% | $5,565+120.1% | $5,609+118.4% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |