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 | $32,234 | $92,222-65.0% | $76,768-58.0% | $135,375-76.2% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -13.83% | 5.46%-19.3pp | 2.43%-16.3pp | 519.73%-533.6pp |
| Employer contribution / active EE | $3,723 | $3,216+15.8% | $2,485+49.8% | $4,779-22.1% |
| Participant deferral / active EE | $9,725 | $4,509+115.7% | $3,852+152.5% | $5,609+73.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |