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 | $51,925 | $86,699-40.1% | $73,307-29.2% | $125,391-58.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -6.95% | 2.78%-9.7pp | 5.67%-12.6pp | 282.22%-289.2pp |
| Employer contribution / active EE | $22,200 | $4,152+434.7% | $3,237+585.8% | $4,866+356.2% |
| Participant deferral / active EE | $12,700 | $5,550+128.8% | $4,991+154.4% | $5,352+137.3% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |