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 | $115,435 | $97,044+19.0% | $83,333+38.5% | $135,375-14.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.01% | 12.31%-22.3pp | 10.63%-20.6pp | 519.73%-529.7pp |
| Employer contribution / active EE | $28,968 | $4,143+599.2% | $3,379+757.4% | $4,779+506.2% |
| Participant deferral / active EE | $4,004 | $5,964-32.9% | $5,565-28.0% | $5,609-28.6% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |