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 | $141,797 | $97,044+46.1% | $83,333+70.2% | $135,375+4.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.83% | 12.31%-22.1pp | 10.63%-20.5pp | 519.73%-529.6pp |
| Employer contribution / active EE | $17,639 | $4,143+325.8% | $3,379+422.1% | $4,779+269.1% |
| Participant deferral / active EE | $14,274 | $5,964+139.3% | $5,565+156.5% | $5,609+154.5% |
| Admin fee / account holder | $56 | $8,380-99.3% | $7,510-99.3% | $10,827-99.5% |