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 | $40,671 | $180,449-77.5% | $154,107-73.6% | $135,375-70.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.15% | 888.09%-900.2pp | 735.12%-747.3pp | 519.73%-531.9pp |
| Employer contribution / active EE | $5,194 | $6,035-13.9% | $5,298-2.0% | $4,779+8.7% |
| Participant deferral / active EE | $4,191 | $5,806-27.8% | $5,081-17.5% | $5,609-25.3% |
| Admin fee / account holder | $89 | $16,143-99.4% | $13,411-99.3% | $10,827-99.2% |