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 | $34,297 | $138,065-75.2% | $123,544-72.2% | $135,375-74.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.32% | 153.68%-163.0pp | 119.20%-128.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $5,885 | $5,151+14.2% | $4,628+27.2% | $4,779+23.1% |
| Participant deferral / active EE | $6,145 | $6,799-9.6% | $6,426-4.4% | $5,609+9.6% |
| Admin fee / account holder | $108 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |