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 | $41,821 | $160,055-73.9% | $140,016-70.1% | $135,375-69.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.24% | 911.38%-922.6pp | 651.12%-662.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $17,819 | $6,420+177.5% | $5,606+217.9% | $4,779+272.9% |
| Participant deferral / active EE | $9,485 | $7,642+24.1% | $6,927+36.9% | $5,609+69.1% |
| Admin fee / account holder | $224 | $13,328-98.3% | $10,705-97.9% | $10,827-97.9% |