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 | $47,576 | $113,935-58.2% | $94,224-49.5% | $125,391-62.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.21% | 5.29%-10.5pp | 10.68%-15.9pp | 282.22%-287.4pp |
| Employer contribution / active EE | $7,994 | $4,727+69.1% | $3,587+122.9% | $4,866+64.3% |
| Participant deferral / active EE | $5,707 | $5,179+10.2% | $4,320+32.1% | $5,352+6.6% |
| Admin fee / account holder | $229 | $8,391-97.3% | $6,269-96.3% | $9,540-97.6% |