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 | $42,120 | $138,065-69.5% | $123,544-65.9% | $135,375-68.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.38% | 153.68%-164.1pp | 119.20%-129.6pp | 519.73%-530.1pp |
| Employer contribution / active EE | $4,719 | $5,151-8.4% | $4,628+2.0% | $4,779-1.3% |
| Participant deferral / active EE | $11,500 | $6,799+69.1% | $6,426+79.0% | $5,609+105.0% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |