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 | $46,396 | $168,632-72.5% | $147,614-68.6% | $125,391-63.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.39% | 77.65%-83.0pp | 61.98%-67.4pp | 282.22%-287.6pp |
| Employer contribution / active EE | $9,220 | $6,252+47.5% | $5,564+65.7% | $4,866+89.5% |
| Participant deferral / active EE | $13,500 | $5,507+145.2% | $4,895+175.8% | $5,352+152.3% |
| Admin fee / account holder | $271 | $13,580-98.0% | $11,611-97.7% | $9,540-97.2% |