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 | $41,340 | $93,024-55.6% | $77,024-46.3% | $134,475-69.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.44% | 62.60%-85.0pp | 42.32%-64.8pp | 417.96%-440.4pp |
| Employer contribution / active EE | $14,496 | $3,418+324.1% | $2,812+415.5% | $4,740+205.8% |
| Participant deferral / active EE | $4,781 | $5,238-8.7% | $4,426+8.0% | $6,400-25.3% |
| Admin fee / account holder | $42 | $6,944-99.4% | $5,425-99.2% | $11,426-99.6% |