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 | $43,047 | $138,065-68.8% | $123,544-65.2% | $135,375-68.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.62% | 153.68%-164.3pp | 119.20%-129.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $5,375 | $5,151+4.3% | $4,628+16.1% | $4,779+12.5% |
| Participant deferral / active EE | $9,639 | $6,799+41.8% | $6,426+50.0% | $5,609+71.9% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |