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 | $25,586 | $138,065-81.5% | $123,544-79.3% | $135,375-81.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.79% | 153.68%-164.5pp | 119.20%-130.0pp | 519.73%-530.5pp |
| Employer contribution / active EE | $3,120 | $5,151-39.4% | $4,628-32.6% | $4,779-34.7% |
| Participant deferral / active EE | $8,873 | $6,799+30.5% | $6,426+38.1% | $5,609+58.2% |
| Admin fee / account holder | $51 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |