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 | $37,594 | $138,065-72.8% | $123,544-69.6% | $135,375-72.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.10% | 153.68%-164.8pp | 119.20%-130.3pp | 519.73%-530.8pp |
| Employer contribution / active EE | $6,916 | $5,151+34.3% | $4,628+49.4% | $4,779+44.7% |
| Participant deferral / active EE | $4,441 | $6,799-34.7% | $6,426-30.9% | $5,609-20.8% |
| Admin fee / account holder | $158 | $10,916-98.6% | $9,284-98.3% | $10,827-98.5% |