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 | $71,531 | $167,484-57.3% | $151,611-52.8% | $134,475-46.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -45.24% | 7.80%-53.0pp | 3.33%-48.6pp | 417.96%-463.2pp |
| Employer contribution / active EE | $12,668 | $6,829+85.5% | $6,166+105.5% | $4,740+167.3% |
| Participant deferral / active EE | $8,430 | $8,986-6.2% | $8,363+0.8% | $6,400+31.7% |
| Admin fee / account holder | $216 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |