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 | $35,354 | $85,790-58.8% | $67,313-47.5% | $135,375-73.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.29% | -0.54%-9.8pp | -4.08%-6.2pp | 519.73%-530.0pp |
| Employer contribution / active EE | $6,322 | $3,487+81.3% | $2,566+146.4% | $4,779+32.3% |
| Participant deferral / active EE | $1,045 | $4,651-77.5% | $3,568-70.7% | $5,609-81.4% |
| Admin fee / account holder | $233 | $6,392-96.3% | $4,507-94.8% | $10,827-97.8% |