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 | $42,938 | $138,065-68.9% | $123,544-65.2% | $135,375-68.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.77% | 153.68%-164.5pp | 119.20%-130.0pp | 519.73%-530.5pp |
| Employer contribution / active EE | $3,919 | $5,151-23.9% | $4,628-15.3% | $4,779-18.0% |
| Participant deferral / active EE | $13,776 | $6,799+102.6% | $6,426+114.4% | $5,609+145.6% |
| Admin fee / account holder | $145 | $10,916-98.7% | $9,284-98.4% | $10,827-98.7% |