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 | $35,636 | $153,772-76.8% | $133,980-73.4% | $273,961-87.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -48.13% | 36.51%-84.6pp | 29.30%-77.4pp | 41.45%-89.6pp |
| Employer contribution / active EE | $16,677 | $6,029+176.6% | $5,211+220.0% | $4,869+242.5% |
| Participant deferral / active EE | $10,538 | $6,958+51.4% | $6,282+67.8% | $5,287+99.3% |
| Admin fee / account holder | $44 | $11,765-99.6% | $9,324-99.5% | $10,132-99.6% |