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 | $48,040 | $87,540-45.1% | $75,781-36.6% | $125,391-61.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -8.85% | 13.48%-22.3pp | 9.68%-18.5pp | 282.22%-291.1pp |
| Employer contribution / active EE | $18,752 | $3,930+377.2% | $3,323+464.3% | $4,866+285.4% |
| Participant deferral / active EE | $6,500 | $4,229+53.7% | $3,651+78.0% | $5,352+21.5% |
| Admin fee / account holder | $199 | $6,502-96.9% | $5,299-96.3% | $9,540-97.9% |