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 | $42,420 | $113,935-62.8% | $94,224-55.0% | $125,391-66.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -11.66% | 5.29%-16.9pp | 10.68%-22.3pp | 282.22%-293.9pp |
| Employer contribution / active EE | $12,800 | $4,727+170.8% | $3,587+256.9% | $4,866+163.1% |
| Participant deferral / active EE | $16,000 | $5,179+209.0% | $4,320+270.4% | $5,352+199.0% |
| Admin fee / account holder | $23 | $8,391-99.7% | $6,269-99.6% | $9,540-99.8% |