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 | $92,345 | $99,032-6.8% | $80,019+15.4% | $135,375-31.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -11.36% | 15.39%-26.7pp | 11.22%-22.6pp | 519.73%-531.1pp |
| Employer contribution / active EE | $2,515 | $3,043-17.4% | $2,468+1.9% | $4,779-47.4% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18 | $10,436-99.8% | $6,521-99.7% | $10,827-99.8% |